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Elly Lerner

Pruco Securities, LLC

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About Elly Lerner

Elly Lerner is a financial professional with over 20 years of experience in the industry. Elly is currently registered with Pruco Securities, LLC and has a Series 6, Series 63 and SIE license. Elly has been active in the financial services industry since 2003 and has held previous roles with Northwestern Mutual Investment Services, LLC, NYLIFE Distributors LLC, NYLIFE Securities Inc., First Investors Corporation and The Prudential Insurance Company of America. Elly's areas of expertise include investments, insurance, and financial planning. Elly is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Elly Lerner is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

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.

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selection of other advisors

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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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other

Compensation from lpl enterprise, llc

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Elly Lerner’s Registration & Firm History

NJ

01/06/2021 - Present

Pruco Securities, LLC (Paramus NJ)

NY

08/17/2018 - 01/22/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

NJ

05/11/2001 - 11/30/2015

NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)

NY

12/20/2002 - 11/18/2004

NYLIFE SECURITIES INC. (NEW YORK NY)

NJ

09/29/1992 - 03/25/1993

FIRST INVESTORS CORPORATION (EDISON NJ)

NJ

08/09/1991 - 01/31/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

08/09/1991 - 01/31/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 12/22/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elly Lerner.
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