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David Lerner Associates Reviews

3.3
Rating Trends
Recommend to a friend
Approve of CEO
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John Dempsey
1 Rating
  • Westport CT office is a great place to work

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Investment Counselor in Westport, CT
    Current Employee - Investment Counselor in Westport, CT

    I have been working at David Lerner Associates full-time (More than 5 years)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    The management team of Westport office (Jon, Brandon and Ashley) are great. For the first year, you get a base salary plus your commissions. If you are aggressive you can earn great commissions here. Hard work equals success. DLA has great reward trips as well, such as Miami, Puerto RIco and the Atlantis resort.

    Cons

    DLA is old fashioned - lots of paper forms. High turnover for new hires makes me concerned for the future of the company. You need to put in a lot of time (nights and weekends)

    Advice to Management

    John Dempsey is a strong leader; let him guide the course of the future.


David Lerner Associates Interviews

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  1.  

    Investment Counselor Interview

    Anonymous Employee in Westport, CT
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 3 weeksinterviewed at David Lerner Associates (Westport, CT) in April 2015.

    Interview

    The career seminar was held at their Westport location and they had a few people present an history and overview of the company. the room had about 25-30 people that were competing for the same position. After the presentation was over they invited each one of us to meet with them in a private office on on one. we were told if we were not interested in what was presented to us that e were free to leave. I sat one on one with the manager and he explained some of the details of the job that I would be considered for then he asked me to tell him a little bit about myself. He then asked me a few more questions and we went and scheduled another appointment for me to meet with another assistant manager.

    Interview Questions

    • They asked me if I thought I was up for the challenge.   1 Answer

David Lerner Associates Awards & Accolades

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Additional Info

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Website www.davidlerner.com
Headquarters Syosset, NY
Size 150 to 499 Employees
Founded 1968
Type Company - Private
Industry Finance
Revenue $10 to $25 million (USD) per year
Competitors Unknown

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