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 recorded as a corporation that has been SEC-registered since 1976 and is held by an individual owner. In the data source the firm is categorized as "Unclassified." It does not report itself as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser. Several advisory and business-activity fields in the source were left blank.
Assets & Accounts
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 110Alexander 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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