David Lerner Associates

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477 Jericho Tpke
Syosset, NY 11791
+1 (800) 367-3000
http://www.davidlerner.com
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.

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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...

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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...

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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 States›New York›Syosset›David Lerner Associates

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