Working at David Lerner Associates | Glassdoor

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

3.1
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John Dempsey
24 Ratings
  • "Great place to work"

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    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

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

    Pros

    Great place to learn
    Friendly working environment

    Cons

    Very long hours
    Communication can be bad

See All 49 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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