Originally started in 1976, David Lerner Associates is a privately-held securities broker/dealer, with clients' assets under management of over $9 billion. From the beginning, the firm has been committed to educating the public about investing opportunities available to them.
David Lerner Associates is a privately-held securities broker/dealer started in 1976. In 2013 they won a two year old class action lawsuit - the judge threw the fraud complaint out of court and dismissed the suit.