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David Lerner Associates Overview

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Syosset, NY
201 to 500 employees
1976
Company - Private
Brokerage Services
$10 to $25 million (USD) per year
Unknown
Originally started in 1976, David Lerner Associates is a privately-held securities broker/dealer, with clients' assets of more than $5.1 billion. From the beginning, the firm has been committed to educating the public about investing opportunities available to

Mission: We believe the best way to help you achieve your financial goals is to meet with you face-to-face, either in your home or our offices.

While offering a range of investments, we feature those that we believe are based on real value and are designed to pay ... Read more

David Lerner Associates Reviews

3.2
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John Dempsey
24 Ratings
  • "Love the team spirit at David Lerner Associates"

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    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Sales Associate At David Lerner Associate in Syosset, NY
    Current Employee - Sales Associate At David Lerner Associate in Syosset, NY
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at David Lerner Associates full-time (Less than a year)

    Pros

    Wonderful place to work at, great guidance from upper management, exceptional training on new products that are beneficial to the clients.

    Cons

    Long hours, need to brew Starbucks coffee instead of the house brand.

    Advice to Management

    Continue with the youth movement. Changes over the past two years have been remarkable.

See All 47 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: 2017 David Lerner Associates Police Appreciation Run
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.
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David Lerner Associates Interviews

Experience

Experience
60%
7%
33%

Getting an Interview

Getting an Interview
50%
29%
7%
7
7

Difficulty

2.5
Average

Difficulty

Hard
Average
Easy
  1. Helpful (1)  

    Financial Consultant Interview

    Anonymous Interview Candidate in Boca Raton, FL
    No Offer
    Positive Experience
    Average Interview

    Application

    The process took 1 day. I interviewed at David Lerner Associates (Boca Raton, FL) in November 2010.

    Interview

    Asked to attend a sales presentation where the founders brother and local branch manager talk about the strengths and opportunities within the company, their performance history and what is expected if a person desires to work for them. After the presentation, there is a 5 minute sit down interview where they ask basically ask you about your last job and what is the most amount of money you have ever made.

    Interview Questions

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David Lerner Associates Awards & Accolades

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

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