David Lerner Associates
Finance · New York, United States · 201-500 Employees
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Overview
Headquarters
477 Jericho Tpke, Syosset, New York, 117...Phone Number
(516) 921-4200Website
www.davidlerner.comRevenue
$180.4 MillionIndustry
ZI Rank: 5
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
3
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5
3
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5
About David Lerner Associates
Founded in 1976 and headquartered in Syosset, New York. David Lerner Associates, Inc. is a securities broker and dealer with client assets of nearly $6 billion. The firm believes that its clients deserve the very finest in financial advice and planning, providing free educational seminars in the tri-state Greater New York City area (New York/New Jersey/Connecticut) as well as in FloridaExplore more
David Lerner Associates Org Chart
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Activity Insights
David Lerner Associates is experiencing very low activity levels compared to other companies in the Finance sector.
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David Lerner Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about David Lerner Associates.
David Lerner Associates financials insights
Gather financial insights about David Lerner Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$2M
David Lerner Associates Tech Stack
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Most Recent Scoops
Person-Based
Public Relations
Person-Based
Person-Based
Project
A high-level source has indicated that the company's largest upcoming initiative within the accounting and finance department will focus on streamlining workflows.
Workforce Management
Project
Contingent Workforce, Employee Engagement, Employee Relations, Employee Retention, Financial Systems
Top Finance Companies
Top companies in Australia by revenue
Frequently Asked Questions Regarding David Lerner Associates
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Founded in 1976 and headquartered in Syosset, New York. David Lerner Associates, Inc. is a securities broker and dealer with client assets of nearly $6 billion. The firm believes that its clients deserve the very finest in financial advice and planning, providing free educational seminars in the tri-state Greater New York City area (New York/New Je... Read More
