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Daniel Todd Lerner

David Lerner Associates, Inc.

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About Daniel Todd Lerner

Daniel Lerner is a financial advisor with over 35 years of experience in the industry. Daniel is currently registered with David Lerner Associates, Inc. and holds the Series 7, Series 24, Series 52 and SIE licenses. Daniel previously held positions with Prudential Securities Incorporated, Charles Schwab & Co., Inc., M.L. Stern & Co., LLC., Bear, Stearns & Co. Inc., and SSH Securities, Inc. Daniel is currently licensed in 22 states and has a strong track record of providing financial advice to clients.

Firm Information

Daniel Lerner is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Daniel Lerner’s Registration & Firm History

NY

09/20/2000 - Present

David Lerner Associates, Inc. (WHITE PLAINS NY)

NY

02/18/2000 - 08/02/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

TX

11/09/1999 - 01/11/2000

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

CA

06/24/1999 - 11/02/1999

M.L. STERN & CO., LLC. (BEVERLY HILLS CA)

NY

02/01/1999 - 05/25/1999

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

05/29/1998 - 02/02/1999

SSH SECURITIES, INC. (SYOSSET NY)

NY

03/05/1985 - 02/02/1999

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

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Licenses & Designations

BC

Issued 08/23/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

BC

Issued 08/08/1984

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 13 public disclosures for Daniel Todd Lerner. Review regulatory record here.
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