From the beginning, the firm has been committed to educating the public about investing opportunities available to them. To that end, the company regularly holds free investment seminars. These seminars attract thousands of people every year and are held throughout the tri-state New York area and in Florida.

David Lerner Associates maintains the highest standards when it comes to the people we employ. Each Investment Counselor is licensed to work in the capacity of a Series 7 and Series 63 and is subject to an extensive background check. Our Investment Counselors receive extensive training in products, suitability, and Best Practice standards.