Founded in 1976 by David Lerner, David Lerner Associates, Inc. is a privately-held securities broker-dealer. The company's mission is to "educate and guide investors in their quest for financial security" through a philosophy of "sensible investing." It is known for its investment seminars and for specializing in products such as municipal bonds, real estate investment trusts (REITs), and mutual funds, primarily serving individual investors in the United States.

Founded in

United States