David Lerner Associates Overview

  • www.davidlerner.com
  • Syosset, NY
  • 201 to 500 Employees
  • 1976
  • Company - Private
  • Brokerage Services
  • $10 to $25 million (USD)

CompetitorsUNKNOWN

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 them.
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 dividends, ...

David Lerner Associates Reviews

3.1
52%
Recommend to a Friend
25%
Approve of CEO
Martin Walcoe
Martin Walcoe
3 Ratings
Sep 4, 2020
David Lerner Associates icon

"Great work environment and experience"

Former Employee - Investment Counselor in Syosset, NY
Recommends
Positive Outlook

I worked at David Lerner Associates full-time for less than a year

Pros

Great environment. Surrounded by advisors who are very successful and established in their field. Great leadership from branch managers.

Cons

Long work hours and very high expectations
See All 61 Reviews

Diversity & Inclusion at David Lerner Associates

1.0
(1 Review)

David Lerner Associates Photos

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David Lerner Associates Interviews

Experience
Positive63%
Negative31%
Neutral6%
Getting an Interview
Recruiter47%
Applied online33%
Other7%
Difficulty
2.4
Average
HardAverageEasy

  1. [employerShortName] icon

    Financial Representative Interview

    Anonymous Employee in White Plains, NY
    Declined Offer
    Positive Experience
    Easy Interview
    Application

    I applied online. The process took 2 weeks. I interviewed at David Lerner Associates (White Plains, NY) in May 2019

    Interview

    The interview process is straightforward. The Branch manager wants to get a feel for the type of person you are and what you can add to the team. Just be yourself, this is a highly coveted Wall Street position.
    Interview

    How would you market our products to clients?

    1 Answers

See All 16 interviews

Company Updates

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David Lerner Associates

Sep 8, 2020

David Lerner Associates is pleased to announce the promotion of Joseph Aspelund to Director of Insurance Sales! Joe has been a valuable member of our team since 2011, previously in our Teaneck office, and now reporting to White Plains. He will retain his duties as Assistant Branch Manager along with assuming the task of promoting and expanding our Life, Health, and Annuities business. Best of luck with your new role Joe!

Company Logo for David Lerner Associates

David Lerner Associates

Jul 7, 2020

David Lerner Associates is pleased to announce the promotion of Courtney Umhafer to Manager of Insurance Operations. Courtney has been a valuable member of our team since 2008. This latest promotion is a reflection of her years of progressive responsibilities. We are proud to welcome her to the Management Team!

David Lerner Associates Awards & Accolades

  • Best Companies to Work For in New YorkBest Companies Group2011

David Lerner Associates FAQ

(7 Questions)

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How are senior leaders perceived at David Lerner Associates?

...Great leadership from branch managers....

September 4, 2020

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