David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives. In today’s 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.
View Top Employees from David Lerner Associates, Inc.| Website | http://www.davidlerner.com |
| Revenue | $180 million |
| Funding | $2 million |
| Employees | 177 (172 on RocketReach) |
| Founded | 1975 |
| Address | 477 Jericho Turnpike, Syosset, New York 11791, US |
| Phone | (516) 921-4200 |
| Fax | (516) 921-1546 |
| Technologies |
JavaScript,
HTML,
Twitter
+28 more
(view full list)
|
| Industry | Financial Services, Brokerage, Banking, Financial Services/Investments, Finance, Lending and Investments, Real Estate |
| Web Rank | 1 Million |
| Keywords | Financial Planning, Investment Solutions, Financial Advising, Investment Programs, Retirement Planning, Investment Management Services, Retirement Income, Investment Advice |
| Competitors | Calton & Associates, Inc., Capital Investment Companies, H. Beck, Inc., NEXT Financial Group, The GMS Group |
| SIC | SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52312 Companies, NAICS Code 523 Companies, NAICS Code 5231 Companies, NAICS Code 523120 Companies |
Looking for a particular David Lerner Associates, Inc. employee's phone or email?
David Lerner Associates, Inc. Questions
The David Lerner Associates, Inc. annual revenue was $180 million in 2024.
Arthur Bedrosian is the Vice President of David Lerner Associates, Inc..
172 people are employed at David Lerner Associates, Inc..
David Lerner Associates, Inc. is based in Syosset, New York.
The NAICS codes for David Lerner Associates, Inc. are [52, 52312, 523, 5231, 523120].
The SIC codes for David Lerner Associates, Inc. are [62, 621].
Top David Lerner Associates, Inc. Employees
-
24
-
23
-
35+
-
13
-
2
-
View
Mina Gergis
Vice President - Investment at David Lerner Associates, Inc.
East Brunswick, NJ, US35+
Related Companies
