Like any brokerage. If you don't have money then they can't help you much. Need to be as smart as them in order to make money.
February 2022
Long-time client and my experience with this company has always been great. Everyone I’ve dealt with has been friendly and kind. I don’t know who some of these other reviewers are dealing with, but it must not be the same people that I work with there. My advisor always answers all my questions and checks in frequently.
January 2020
Nicole was amazing. She took the time to explain everything to me in ways that I understood. I look forward to doing a lot of business with her for years to come.
Founded in 1976, David Lerner Associates, Inc. is a privately-held securities broker/dealer. The firm offers a variety of financial products that it considers to be part of the "Sensible Middle Ground of Investing." David Lerner Associates is headquartered in Syosset NY, with 5 branch offices in the tri-state area and Florida.
