Working at David Lerner Associates | Glassdoor

David Lerner Associates Overview

Syosset, NY
201 to 500 employees
Company - Private
$10 to $25 million (USD) per year
Originally started in 1976, David Lerner Associates is a privately-held securities broker/dealer, with clients' assets under management of over $7 billion. From the beginning, the firm has been committed to educating the public about investing opportunities ... Read more

Mission: We believe gambling and investing are not the same.

We believe the stock market should make for interesting dinner conversation but should not be a matter of financial life or death.

We believe we have an obligation to guide our ... Read more

David Lerner Associates – Why Work For Us?

Career Opportunities at David Lerner Associates

David Lerner Associates has been in business since 1976 and has now grown to over 400 employees and 6 locations. The success of our company is the direct result of “staying the course”. Our mission is to educate the public on our "sensible middle ground investing" strategy to build and preserve assets. We are focused, driven and truly believe in what we do.

"The company is a wonderful family environment. You are rewarded for hard work and dedication. They constantly do little things to remind you that you are appreciated." — John D., 22 year employee

Our successful business model was implemented to cater not only to clients, but to create an environment where employees feel valued and love to come to work. We have large company benefits and perks with a small company feel. We have implemented numerous employee engagement practices such as Employee Appreciation Day, professional development, referral bonus program, promotion from within, service awards, and so much more. These practices are well received and contribute greatly to employee satisfaction, moral and longevity. 

Investors Need Us And We Need You

Perhaps you are like so many of the investment counselors at 
David Lerner Associates, who felt in their previous positions, that they were capable of earning more and having a more satisfying career. A career that will consist of helping yourself, your family, as well as making a difference for others. You may be ready for the next step.

We offer:

  • Base salary up to $80,000 (commensurate with experience)
  • Attractive commission program
  • Comprehensive medical program
  • In-depth training and full licensing
  • Extensive marketing support including television, radio, print, and direct mail

In 2014, the average income of our investment counselors with over 2 years' experience was $187,410.

David Lerner Associates Reviews

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John Dempsey
12 Ratings
  • "Great Company"

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    Former Employee - Investment Advisor in Springfield, NJ
    Former Employee - Investment Advisor in Springfield, NJ
    Positive Outlook
    Approves of CEO

    I worked at David Lerner Associates full-time (Less than a year)


    I've worked with plenty of firms and David Lerner was by far the best because they actually care about their clients. They like to focus on products outside of the market and the philosophy is always.....income.....get paid from your investments. Joe and Rande treat you like family, they care about your personal health and your work health and want to see you making money even if they have to give you business to pursue.


    Limited product selection in your first year.

    You will work.....a lot!(Required to build a sustainable business)

    Advice to Management

    As long as Joe and Rande are running the place, it should be smooth sailing. Keep it up gentlemen.

See All 32 Reviews

David Lerner Associates Photos

David Lerner Associates photo of: David Lerner Associates: Proud sponsor of the 2015 Charity Car Show supporting the Autism Society
David Lerner Associates photo of: David Lerner Associates employees enjoy the 6th Annual Charity Car Show
David Lerner Associates photo of: Hundreds of Long Islanders enjoying the 6th Annual David Lerner Associates Charity Car Show
David Lerner Associates photo of: 2015 Car Show: Attendees were treated to live entertainment as well as food and raffle prizes donated by several local businesses.
David Lerner Associates photo of: In conjunction with the Centurion Cruisers, 6th Annual David Lerner Associates Charity Car Show, to benefit the Nassau-Suffolk chapter of the Autism Society of America.
David Lerner Associates photo of: Classic Car Show at David Lerner Associates
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David Lerner Associates Interviews

Interview Experience

Interview Experience

Getting an Interview

Getting an Interview

Interview Difficulty


Interview Difficulty




    Investment Counselor Interview

    Anonymous Interview Candidate in Boca Raton, FL
    No Offer
    Negative Experience
    Easy Interview


    I applied through other source. The process took 5 days. I interviewed at David Lerner Associates (Boca Raton, FL) in February 2017.


    I was called by a Recruiter and was told that she saw my resume online and my background matches with this position. She spoke on the salary which peaked my interest so i agreed to attend a seminar which turn out to be a sales pitch. They sold the company and earning potential and spoke about hard work. Now this is definitely not for me i am not a door to door sales person i would rather support the process for half the money. The corniest part of the presentation is the ending where they ask everyone in the room who was interested to stay back for a one on one, so you have like 15 people to 2 Representatives and names were called in arrival time order. That was a turn off, they already had us fill out a data sheet so they could have followed up with us or ask that we call if we are interested or direct us to their website to complete application process.

See All 13 Interviews

David Lerner Associates Awards & Accolades

  • Best Companies to Work For in New York, Best Companies Group, 2011

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