In 1975, David Lerner was teaching history and economics at Bayside High School in Queens. Today, he is owner and president of David Lerner Associates, a privately-held investment company, with clients’ assets under management of almost $8 billion. “We are extremely proud of what we do,” says David Lerner, whose “Take a Tip from Poppy” radio segments are well known in the metropolitan New York area.

In keeping with the firm’s commitment to educating the public, the company regularly holds free investment seminars that have taught investors about the opportunities available to them. These seminars attract thousands of people every year and are held throughout the tri-state New York area and in Florida. A schedule of these seminars can be found by clicking on the “Learn About Our Seminars” link below or to the left.

Learn more about our products and services.

The best way to find out about what we do is to make an appointment with one of our investment counselors.

Bill Stolow, Senior Associate
David Lerner Associates, Inc.
(609) 806-2734