Laurie L.
2/24/2020
Full disclosure...I work in Administration at David Lerner Associates, but I am also a client! David Neuwirth has taken the time to teach me the importance of diversification. I don't know much...
David Lerner Associates
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477 Jericho Tpke
Syosset, NY 11791
Since 1976, David Lerner Associates has been dedicated to building and preserving investors' assets. The company offers a range of investments, featuring those that are based on real value, offer a high degree of stability and frequently pay dividends or interest. It has a staff of more than 20 professional market counselors that manage hundreds of portfolios. David Lerner Associates Spirit of America real estate fund seeks to provide high total return through a combination of capital appreciation and dividend income. The fund invests in companies in the real estate market, primarily publicly traded equity real estate investment trusts. David Lerner Associates is based in Syosset, N.Y.
Also at this address
Reviews
2.050 reviews
Alice M.
4/15/2025
I finally found a place where I can share my experience with David Lerner Associates. Beaware of investing with this company. I invested $11,000 into an IRA account in 2006. The funds were...
Larry K.
5/9/2025
Nothing but von artists and shelter. Locked up 200k of my money for the last 7 years. I still can't touch it and it's now worth half. But they got their piece up front so why do they care
James P.
4/8/2025
I worked there a long time ago. Things may have changed, who knows, but they were sort of shysters then. Check their Form BD. A history of bad behavior. If I had to guess, a number of their...
Amanda G.
1/14/2025
We have had to deal with David Lerner to liquidate some investments and to be honest they are the worst company we have ever dealt with. It has taken them far too long to release the money and we...
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