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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

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  • United States Of America
    261

Europe
2

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  • Spain
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Africa
1

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  • 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
  • Asset Preservation Specialist at David Lerner Associates, Inc.
    M. G.
    Asset Preservation Specialist
    Mobile Phone
    Oct 16, 2024
  • Registered Sales Assistant at David Lerner Associates, Inc.
    P. G.
    Registered Sales Assistant
    Mobile Phone
    Oct 17, 2024
  • Mutual Fund Analyst at David Lerner Associates, Inc.
    S. K.
    Mutual Fund Analyst
    Mobile Phone
    Jul 18, 2022
  • Financial Advisor at David Lerner Associates, Inc.
    S. W.
    Financial Advisor
    Mobile Phone
    Oct 18, 2024
  • Compliance at David Lerner Associates, Inc.
    D. C.
    Compliance
    Mobile Phone
    Jul 09, 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?

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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.

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