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Home > Financial Services > Stock Brokers > David Lerner Associates Inc.
David Lerner Associates Inc.
David Lerner Associates, Inc. is a member of NASD, the National Association of Securities Dealer. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
In 1975, David Lerner was teaching social studies and history at Bayside High School in Queens. Today, he is owner and president of David Lerner Associates, a privately held investment company that markets more than $1 billion worth of securities annually. His voice and persona, Poppy, are heard on radio stations throughout the New York metropolitan area. His metamorphosis from teacher to entrepreneur came naturally. When it dawned on him that most people had no understanding of the investment opportunities available to them, he decided to utilize his teaching skills and create a firm dedicated to educating clients about conservative, high-yielding, and in many cases, tax-free investments.
They feature investments that they believe are based on real value and in many cases, frequently pay dividends or interest. The Company takes pride that their investment counselors strive to meet with prospective clients before they invest. They feel it is critical to get to know the investors' needs, objectives and risk tolerance.
At David Lerner Associates, their two most popular fixed income security offerings are tax-free municipal bonds and collateralized mortgage obligations. Also available are zero coupon treasuries and corporate bonds. Bond prices move inversely to interest rates. Long-term bonds are more exposed to interest rate risk than short-term bonds. Investors who decide to sell prior to a call or maturity date may receive more or less than their original investment depending on market conditions and any mark-ups or mark-downs to the price of the bonds.
Tax advantages depend on the individual’s income tax bracket. Interest earned on certain municipal bonds is subject to the alternative minimum tax. Investors should consult with their tax preparer or tax advisor to determine if they are subject to AMT.
In keeping with the firm's commitment to educating the public, the company regularly holds free investment seminars that have taught investors about the opportunities available to them. These seminars attract thousands of people every year and are held throughout the New York metropolitan area.
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