David Lerner Associates Inc. Fraud and/or Investment Loss Customer Complaint Disclosures
David Lerner Associates Inc.: (CRD#:5397/SEC#: 8-20746)
This company, formed in New York in 1976. It is located in Syosset, New York and is licensed in 47 U.S. States and Territories. The company’s owner is David Lerner with 75 percent or more.
This firm is privately held and has assets of approximately $6 billion. They have branch offices in Westport, Connecticut; Boca Raton, Florida; Teaneck and Lawrenceville, New Jersey; and White Plains, New York. DLA employs approximately 400 people.