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 organized as a corporation and, according to FINTRX, has been SEC-registered since 1976. The firm is listed as individually owned. Data fields in the snapshot show it is not designated as a capital allocator, not identified as an active ESG investor, and is not labeled a pension consultant or related adviser. Several customary fields (business activities, advisory activities, fee structure and client base) are not populated in the source record.
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 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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