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    David Lerner Associates, Inc.

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    Description

    • David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives. In todays give and take financial markets, we believe we offer investment programs that make sense. We offer many investment opportunities; some designed to provide income.David Lerner Associates supports its Investment Counselors through a strong media presence, with frequent advertising, along with direct mailing campaigns and trade show appearances. In addition, the firm often conducts free investment seminars featuring Senior Investment Counselors of the firm.
    • location

      Headquarters:477 Jericho Turnpike , Syosset, New York, United States

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    • David Lerner Associates, Inc. phone

      Phone Number: +1 800-367-3000

    • David Lerner Associates, Inc. website

      Website: https://www.davidlerner.com

    • David Lerner Associates, Inc. employees

      Employees:186

    • David Lerner Associates, Inc. revenue

      Revenue:$10 - 50M

    • David Lerner Associates, Inc. legal name

      Legal Name:David Lerner Associates, Inc.

    • David Lerner Associates, Inc.'s Social Media

      David Lerner Associates, Inc. linkedin David Lerner Associates, Inc. facebook David Lerner Associates, Inc. twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for David Lerner Associates, Inc.

    Martin Walcoe

    President And Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Amalia Chin

    Chief Compliance Officer

    Tommy Gibson

    Chief Information Officer

    Steven Sormani

    Chief Compliance Officer

    Allen Holeman

    Chief Compliance Officer

    Michael Grubstein

    Investment Counselor - Vice President

    Frequently Asked Questions regarding David Lerner Associates, Inc.

    • Where are David Lerner Associates, Inc.'s Headquarters?

      David Lerner Associates, Inc.'s Headquarters are in 477 Jericho Turnpike ,Syosset,New York,United States

    • What is David Lerner Associates, Inc.'s phone number?

      David Lerner Associates, Inc.'s phone number is +1 800-367-3000

    • What is David Lerner Associates, Inc.'s official website?

      David Lerner Associates, Inc.'s official website is https://www.davidlerner.com

    • What is David Lerner Associates, Inc.'s Revenue?

      David Lerner Associates, Inc.'s revenue is $10 - 50M

    • What is David Lerner Associates, Inc.'s NAICS code?

      David Lerner Associates, Inc.'s NAICS code is 523930

    • How many employees are working in David Lerner Associates, Inc.

      David Lerner Associates, Inc. has 186 employees

    • What is David Lerner Associates, Inc.'s Industry?

      David Lerner Associates, Inc. is in the industry of Financial Services

    • Who is David Lerner Associates, Inc.'s CEO?

      David Lerner Associates, Inc.'s CEO is Martin Walcoe

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