David Lerner Associates, Inc.
Firm details
- Headquarters
- Syosset, New York
- CRD number
- 5397
- Registered since
- October 22, 1976
- Website
- www.davidlerner.com
Firm profile
FINTRXOverview
David Lerner Associates, Inc. is recorded as a corporation that has been SEC-registered since 1976. FINTRX lists the firm's ownership as individual and gives it an "unclassified" designation. The dataset indicates the firm is not identified as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, and is not described as a pension consultant or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Maria Kaufman
CoordinatorCRD 870500
Martin Walcoe
President, CEOCRD 1593935
Richard Ward
Chief Compliance OfficerCRD 2492064
Contacts
3 of 110
Angelo Strazzera
Senior Vice PresidentCRD 5864978
Ronald Ganz
Senior Vice PresidentCRD 4462863
Maxim Tulupnikoff
Senior Vice PresidentCRD 6188857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Syosset, NY
Nassau
Location
Syosset, NY
Headquartered in Syosset, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 9006 Po Box
- Time zone
- ET (UTC-5)
- Office locations
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