David Lerner Associates

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477 Jericho Tpke
Syosset, NY 11791

David Lerner Associates, established in 1976, is committed to constructing and safeguarding investors' assets by offering a diverse range of investments that are grounded in real value and stability, often yielding dividends or interest.

With a team of over 20 seasoned market counselors overseeing numerous portfolios, the company's Spirit of America real estate fund focuses on delivering high total return through a blend of capital appreciation and dividend income, primarily investing in publicly traded equity real estate investment trusts.

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2.051 reviews
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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...

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Rosemary Z.
10/29/2025

Years ago I invested with DL when Zoran Voz was my broker. He was very professional and upfront and honest. I invested in REITS. I did well with him, but then he left and I should've pulled my...

Amanda G.
11/5/2025

My husband's brother sadly passed away last year and left our daughter as the beneficiary for his investments with this Company. Despite numerous e-mails and phone calls she still hasn't been paid...

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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

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United StatesNew YorkSyossetDavid Lerner Associates

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