Lerner Associates Information

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Lerner Associates is a financial services company based out of 58 Winding Ln, Norwalk, Connecticut, United States.

Website	https://www.davidlerner.com/
Revenue	$180.4 million
Funding	$2 million
Employees	6 (1 on RocketReach)
Founded	1968
Address	477 Jericho Tpke, Syosset, New York 11791, US
Phone	+1 516-921-4200
Fax	(203) 655-4313
Industry	Financial Services, Brokerage, Finance
Web Rank	1 Million
Keywords	Financial Services, Investment Advisory, Investment Management, Wealth Management, Portfolio Management, Asset Allocation, Long-Term Investing, Financial Planning, Risk Management, Investment Strategies, Retirement Planning, Financial Consulting, Capital Preservation, Estate Planning, Retirement Solutions, Tax Planning, Estate Preservation, Insurance Services, Tax Optimization, Financial Security
Competitors	Schwab Advisor Services, Fidelity Investments, Edward Jones, Merrill Lynch, ETRADE Bank c/o ETRADE Financial, LLC, TD Ameritrade, Vanguard, Raymond James, Pershing, a BNY Mellon company, Casablanca Inmobiliaria y Negocios Sostenibles +45 more (view full list)
SIC	SIC Code 621 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52312 Companies, NAICS Code 523120 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5231 Companies

Lerner Associates Questions

Jeff Lerner is the President of Lerner Associates.

1 people are employed at Lerner Associates.

Lerner Associates is based in Syosset, New York.

The NAICS codes for Lerner Associates are [52312, 523120, 523, 52, 5231].

The SIC codes for Lerner Associates are [621, 62].