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FIRM PROFILE
Overview
DAVID LERNER ASSOCIATES, INC. is located at 477 Jericho Tpke P.o.box 9006, Syosset, NY 11791-9006 and was first established at Long Island, New York in 11/06/1975. After operating for 50 years, DAVID LERNER ASSOCIATES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of DAVID LERNER ASSOCIATES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. DAVID LERNER ASSOCIATES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at DAVID LERNER ASSOCIATES, INC. are registered to handle securities or provide financial advice. The firm has 41 disclosures, 22 being regulatory events, 0 being client events, and 19 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access DAVID LERNER ASSOCIATES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at DAVID LERNER ASSOCIATES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for DAVID LERNER ASSOCIATES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
477 Jericho Tpke P.o.box 9006, Syosset, NY 11791-9006
477 Jericho Tpke P.o.box 9006, Syosset, NY 11791-9006
Small
(516) 921-4200
New York since 11/06/1975
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| LERNER, DAVID | SHAREHOLDER | 307120 | |
| HOLEMAN, ALLEN BERNARD | CHIEF COMPLIANCE OFFICER | 1060910 | |
| SANTOS, ERIKA VALERIA | FINOP | 6218921 | |
| WALCOE, MARTIN KEVIN | PRESIDENT | 1593935 |
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Advisor's working at DAVID LERNER ASSOCIATES, INC.
James Michael Ezegelian
Angelo Strazzera
Sergey V Kovalev
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