David Lerner Associates, Inc.
Firm details
- Headquarters
- Syosset, New York
- CRD number
- 5397
- Registered since
- October 22, 1976
- Website
- www.davidlerner.com
Firm profile
FINTRXOverview
David Lerner Associates, Inc. is a corporation that first registered with the SEC in 1976 and is recorded as individually owned. The firm's FINTRX profile classifies it as "Unclassified" and provides limited detail about its business activities or advisory services. The snapshot flags several negative indicators for adviser activity: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Maria Kaufman
CoordinatorCRD 870500
Martin Walcoe
President, CEOCRD 1593935
Ian Kidwell
ContractorCRD 8148067
Contacts
3 of 112
Alexander Palumbo
Vice PresidentCRD 7996489
Leon Weinerman
Vice PresidentCRD 5998034
John Fielding
Senior Vice PresidentCRD 4452361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Syosset, NY
Nassau
Location
Syosset, NY
Headquartered in Syosset, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 9006 Po Box
- Time zone
- ET (UTC-5)
- Office locations
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