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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

Financial Literacy and Smart Money Decisions

April 24, 2026
Long-Term Care: The Policy You Hope You Never Use but Really Need to Understand

April 22, 2026
David Lerner Associates Donates $20,000 to Support Police Officers and Their Families

April 20, 2026
Renting vs. Owning in the New Housing Reality: What It Means for Retirement

April 20, 2026
5 Pillars of Financial Literacy: A Framework for Managing Money & Building Long-Term Stability

April 17, 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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