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Douglas Robert Revello

David Lerner Associates, Inc.

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About Douglas Robert Revello

Douglas Robert Revello is a registered representative with David Lerner Associates, Inc. based in Syosset, NY. Douglas has been in the securities industry since April 8, 1989, and has experience with a variety of firms including Ebondusa.com, Inc. and Grant Street Securities, Inc. Douglas holds the Series 6, 7, and 63 licenses.

Firm Information

Douglas Revello 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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Douglas Revello’s Registration & Firm History

NY

06/01/2001 - Present

David Lerner Associates, Inc. (SYOSSET NY)

CT

09/12/2000 - 01/10/2001

EBONDUSA.COM, INC. (GREENWICH CT)

PA

03/10/2000 - 09/05/2000

GRANT STREET SECURITIES, INC. (PITTSBURGH PA)

NY

11/10/1988 - 10/07/1999

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

NJ

03/07/1988 - 08/04/1988

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 04/06/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1988

Series 7 - General Securities Representative Examination

BC

Issued 03/04/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas Robert Revello.
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