David Lerner Associates, Inc. is a privately held securities broker/dealer firm founded in 1976 by David Lerner. The company has grown to manage client assets totaling approximately $6 billion.

Headquartered in Syosset, New York, it offers a diverse range of financial products and services, including taxable municipal bonds, mutual funds, retirement planning, life insurance, and other investment options.

The firm's investment philosophy emphasizes a sensible middle ground of investing, focusing on real value and investments designed to pay dividends, distributions, or interest. It is committed to educating the public about available investment opportunities through free seminars throughout the tri-state New York area and Florida.

Leadership Team

The company's leadership includes President and CEO Martin Walcoe, who joined in 1986 and became CEO in 2019, and Executive Vice President, Investor Services Daniel T. Lerner, son of founder David Lerner, with the firm since 1991.

Locations

David Lerner Associates operates multiple branch offices alongside its Syosset headquarters. These include:

Westport, Connecticut
Boca Raton, Florida
Teaneck, New Jersey
Lawrenceville, New Jersey
White Plains, New York
Bridgeport, CT, USA

Community Involvement and Recognition

The firm sponsors community initiatives such as the Annual Long Island Police Appreciation Run and Music under the Stars outdoor concerts in the Town of Oyster Bay.

In 2011, David Lerner Associates was recognized as the 6th best large employer in New York State by the Best Companies Group.

Financial Challenges

Despite facing financial challenges recently, including a reported negative net worth of $17 million in 2018, the firm's ownership remains committed to maintaining its financial viability and the well-being of its clients.

Overall, David Lerner Associates continues to provide a range of financial services focusing on client education and community involvement.

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