David Lerner Associates
Highly Engaged Employees
Highly Engaged EmployeesFinance · 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
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
3
4
5
3
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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Company Profile Activity
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
A closer look at the technologies used by David Lerner Associates
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Most Recent Scoops
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
A high-level source in financial planning has indicated that the organization is in the midst of initiatives related to workforce planning. David Lerner Associates is currently evaluating ADP Workforce Now. Improving employee retention and new hire numbers is a focus of these initiatives. The organization will be increasing investments and is considering the use of a contingent workforce to support these efforts.
Contingent Workforce, Employee Engagement, Employee Relations, Employee Retention, Financial Systems
Project
CRM, Database, Customer Engagement, Financial Planning, Financial Systems
David Lerner Associates News & Media
Are You A Daniel Lerner Customer at David Lerner Associates? Contact Lawyers KlaymanToskes Immediately
WHITE PLAINS, N.Y.--(BUSINESS WIRE)--National securities attorneys KlaymanToskes encourages customers of Daniel Todd Lerner of David Lerner Associates, Inc. to contact the firm immediately at 888-997-9956. KlaymanToskes is investigating Daniel Todd Lerner (CRD# 1255769) of David Lerner Associates, Inc. following 13 customer complaints and a preliminary determination to bring disciplinary action against the White Plains, New York-based broker by the Financial Industry Regulatory Authority (“FINRAM Best Comments on Credit Ratings of Nassau Financial Group, L.P.’s Insurance Subsidiaries Following Announcement of Delaware Life Insurance Company of New York Acquisition
OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--AM Best has commented that the Credit Ratings (ratings) of The Nassau Companies of New York, Inc. and its insurance subsidiaries, Nassau Life Insurance Company (New York, NY), Nassau Life and Annuity Company (Hartford, CT) and Nassau Life Insurance Company of Kansas (Overland Park, KS) (collectively referred to as the Nassau Insurance Group [Nassau]), remain unchanged following the Nov. 18, 2022, announcement that Nassau will be acquiring Delaware LifNassau Financial Group to Acquire Delaware Life Insurance Company of New York
HARTFORD, Conn.--(BUSINESS WIRE)--Nassau Financial Group has entered into a definitive agreement to acquire Delaware Life Insurance Company of New York.DAVID LERNER INVESTOR ALERT: KlaymanToskes Announces Preparation to File FINRA Arbitration Claim seeking more than $1,000,000 on Behalf of Investor who Purchased Spirit of America Fund
NEW YORK, Dec. 04, 2020 (GLOBE NEWSWIRE) -- KlaymanToskes ("KT") announces that it is preparing to file a claim against David Lerner Associates (“David Lerner”) on behalf of an investor who sustained losses due to investment and sector concentrations in proprietary products invested in non-traded Oil & Gas Investments offered exclusively to David Lerner clients. Specifically, this case focuses on Spirit of America Fund (NASDAQ:SOAEX), one of three David Lerner proprietary funds that have recentl
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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
