Founded in 1976, David Lerner Associates is a privately-held broker/dealer with headquarters in Syosset, New York and branch offices in Westport, CT; Boca Raton, FL; Teaneck and Lawrenceville, NJ; and White Plains, NY. For more information contact David Lerner Associates Call 800-367-3000
His company, which has five locations including Wall Street, Teaneck, N.J., and Coral Springs, Fla., helps investors create retirement portfolios consisting mainly of conservative, fixed-income vehicles. Mr. Lerner is a graduate of the City University of New York, where he also earned a master's degree.
