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About David Lerner Associates

Since 1976, David Lerner Associates has been dedicated to building and preserving investors’ assets.

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Latest News

Why Waiting to Invest Can Be the Most Expensive Mistake You Can Make

June 23, 2026
Passing Down More Than Money: Intergenerational Wealth Transfer vs Wealth Behavior

June 18, 2026
The 35th Annual David Lerner Associates 5K Supports Long Island Police

June 17, 2026
The Biggest Money Mistakes in Your 20s and How to Avoid Them

June 16, 2026
Bill Seeks to Fix Roth Rollover Glitch

June 10, 2026

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Corporate headquarters

477 Jericho Turnpike
PO Box 9006
Syosset, NY 11791-9006

Call us 1-800-367-3000

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Branch Locations

» Boca Raton, FL
» Lawrenceville, NJ
» Syosset, NY
» Westport, CT
» White Plains, NY

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This site is published in the United States for U.S. residents only.
David Lerner Associates Inc.’s Investment Counselors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. David Lerner Associates, Inc. does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances.
There are risks inherent in investing.

© David Lerner Associates, Inc.

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