LeadIQ logo
Learn more at LeadIQ.com
David Lerner Associates, Inc. logo

David Lerner Associates, Inc. Employee Directory

Financial ServicesNew York, United States51-200 Employees

David Lerner Associates, Inc. is a mid-sized financial services firm based in Syosset, New York. It pursues clients’ financial objectives by offering a variety of investment programs, some designed to generate income. The firm supports its Investment Counselors through a broad outreach strategy that includes frequent media advertising, direct mail campaigns, trade show participation, and free investment seminars led by senior counselors.

Find David Lerner Associates, Inc. employees' phone numbers or email addresses

David Lerner Associates, Inc. Global Highlights

Location
Employees

North America
261

Minus sign iconPlus sign icon
  • United States Of America
    261

Europe
2

Minus sign iconPlus sign icon
  • Spain
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Africa
1

Minus sign iconPlus sign icon
  • Nigeria
    1

David Lerner Associates, Inc.'s Leadership

  • President at David Lerner Associates, Inc.
    E. B.
    President
    Mobile Phone
  • President at David Lerner Associates, Inc.
    G. V.
    President
    Mobile Phone
  • President at David Lerner Associates, Inc.
    J. M.
    President
    Mobile Phone
  • President at David Lerner Associates, Inc.
    M. W.
    President
    Mobile Phone
  • President at David Lerner Associates, Inc.
    R. M.
    President
    Mobile Phone
  • Senior Vice President , Operations at David Lerner Associates, Inc.
    C. B.
    Senior Vice President , Operations
    Mobile Phone
  • Vice President at David Lerner Associates, Inc.
    G. F.
    Vice President
    Mobile Phone
  • Executive Vp, Insurance Services & Training at David Lerner Associates, Inc.
    M. L.
    Executive Vp, Insurance Services & Training
    Mobile Phone

David Lerner Associates, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Information Technology
  • Human Resources
  • Legal
  • Accounting
  • Other
  • Consultant

Contact profiles from David Lerner Associates, Inc.

Name
Title
Contact
Location
Last Update
  • President at David Lerner Associates, Inc.
    E. B.
    President
    Mobile Phone
    United Kingdom
    Oct 22, 2024
  • President at David Lerner Associates, Inc.
    G. V.
    President
    Mobile Phone
    Oct 16, 2024
  • President at David Lerner Associates, Inc.
    J. M.
    President
    Mobile Phone
    Oct 18, 2024
  • President at David Lerner Associates, Inc.
    M. W.
    President
    Mobile Phone
    Oct 23, 2024
  • President at David Lerner Associates, Inc.
    R. M.
    President
    Mobile Phone
    Oct 23, 2024
  • Senior Vice President , Operations at David Lerner Associates, Inc.
    C. B.
    Senior Vice President , Operations
    Mobile Phone
    Oct 18, 2024
  • Vice President at David Lerner Associates, Inc.
    G. F.
    Vice President
    Mobile Phone
    Oct 21, 2024
  • Executive Vp, Insurance Services & Training at David Lerner Associates, Inc.
    M. L.
    Executive Vp, Insurance Services & Training
    Mobile Phone
    Oct 18, 2024
  • Senior Vp Investment Counselor at David Lerner Associates, Inc.
    R. R.
    Senior Vp Investment Counselor
    Mobile Phone
    Oct 17, 2024
  • Assistant Vice President And Manager Of Network Administration at David Lerner Associates, Inc.
    S. S.
    Assistant Vice President And Manager Of Network Administration
    Mobile Phone
    Sep 04, 2026

Frequently Asked Questions

What is David Lerner Associates, Inc. known for?

Minus sign iconPlus sign iconDavid Lerner Associates, Inc. was founded in 1975 and operates in the Financial Services industry. You can contact David Lerner Associates, Inc.'s main corporate office by phone at
+1-516-921-****
. Explore David Lerner Associates, Inc.'s company overview page for more information.

What is David Lerner Associates, Inc.'s most common email format?

Minus sign iconPlus sign iconDavid Lerner Associates, Inc. employees' email format typically follows the pattern of First.Last@davidlerner.com. Trying to find reliable and up-to-date employee contact data? Find more David Lerner Associates, Inc. email formats with LeadIQ.

How many employees does David Lerner Associates, Inc. have currently?

Minus sign iconPlus sign iconDavid Lerner Associates, Inc. has approximately 179 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Africa.

Who are David Lerner Associates, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, David Lerner Associates, Inc.'s key employees include:

  • President: E. B.
  • President: G. V.
  • President: J. M.
  • President: M. W.
  • President: R. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.