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About David Lerner Associates

Since 1976, David Lerner Associates has been dedicated to building and preserving investors’ assets.

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Latest News

Early Retirement: Hidden Risks and Costs You Shouldn’t Overlook

May 26, 2026
Legacy Planning for Blended Families: Reevaluating Your Financial Picture

May 20, 2026
Life Insurance Decisions: One of the Most Important Financial Choices You Will Make

May 18, 2026
The Step-Up In Basis Rule: What to Know When Estate Planning

May 15, 2026
Staying the Course: Navigating Market Uncertainty in Investment Planning

May 13, 2026

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Corporate headquarters

477 Jericho Turnpike
PO Box 9006
Syosset, NY 11791-9006

Call us 1-800-367-3000

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Branch Locations

» Boca Raton, FL
» Lawrenceville, NJ
» Syosset, NY
» Westport, CT
» White Plains, NY

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Member FINRA and SIPC

This site is published in the United States for U.S. residents only.
David Lerner Associates Inc.’s Investment Counselors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. David Lerner Associates, Inc. does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances.
There are risks inherent in investing.

© David Lerner Associates, Inc.

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