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Scott Mass

David Lerner Associates, Inc.

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About Scott Mass

Scott Mass has been active in the securities industry since September 14, 1989. Scott is a registered representative with David Lerner Associates, Inc. in SYOSSET, NY. Scott holds the Series 7, Series 24, and Series 63 licenses. Scott is registered to sell securities in 25 states. Scott has held previous registrations with David Lerner Associates, Inc.

Firm Information

Scott Mass 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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Scott Mass’s Registration & Firm History

NY

01/25/1996 - Present

David Lerner Associates, Inc. (SYOSSET NY)

NY

08/22/1989 - 12/31/1995

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

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Licenses & Designations

BC

Issued 07/26/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Scott Mass. Review regulatory record here.
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