Originally started in 1976, David Lerner Associates is a privately-held securities broker/dealer, with clients' assets under management of nearly $6 billion. From the beginning, the firm has been committed to educating the public about investing opportunities available to them. To that end, the company regularly holds free investment seminars. These seminars attract thousands of people every year and are held throughout the tri-state New York area and in Florida. A schedule of these seminars can be found by clicking here.
The Sensible Middle Ground of Investing®
- We believe gambling and investing are not the same.
- We believe we have an obligation to guide our investors in directions we feel will help them achieve their financial objectives.
- We believe you should feel comfortable with your investments.
- We believe there is a sensible middle ground of investing.
- We do not run with the herd. We pursue these fundamental investment principles regardless of market conditions.
While offering a range of investments, we feature those that we believe are based on real value and are designed to pay dividends or interest.
We believe the best way to help you achieve your financial goals is to meet with you face-to-face, either in your home or our offices.
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About our Investment Counselors
David Lerner Associates maintains the highest standards when it comes to the people we employ. Each Investment Counselor is licensed to work in the capacity of a Series 7 and Series 63 and is subject to an extensive background check. Our Investment Counselors receive extensive training in products, suitability, and Best Practice standards.