Working at David Lerner Associates | Glassdoor

David Lerner Associates Overview

Syosset, NY
201 to 500 employees
Company - Private
Brokerage Services
$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
18 Ratings
  • "I love Working For An Honest Company with Integrity"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Investment Counselor in Syosset, NY
    Current Employee - Investment Counselor in Syosset, NY
    Positive Outlook
    Approves of CEO

    I have been working at David Lerner Associates full-time (More than 3 years)


    Great Team, Exceptional Products, Terrific Leadership


    Not Enough Healthy Eateries Around The Office

    Advice to Management

    Keep doing what you are doing. I love the web enhancements and the direction of the website. Its very progressive and modernized.

See All 40 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



Getting an Interview

Getting an Interview





    Investment Advisor Interview

    Anonymous Employee in Syosset, NY
    Accepted Offer
    Negative Experience
    Easy Interview


    I applied online. The process took 1 day. I interviewed at David Lerner Associates (Syosset, NY).


    Single interview with the Branch Assistant Manager. I was more than qualified and got an offer that same day. I was given a few personality tests to see how I perform under certain circumstances. I was told I performed well above the average

    Interview Questions

    • Asked about my background and previous work experience to get a feel of what I know but more, about how I handle myself with people.   Answer Question
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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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