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Phone: 5169214200
Found 6 reviews / complaints

David lerner assoc
Update!

One of my complaints was that I was charged a $75 termination fee 2 years before my account was actually closed. I was charged the fee, though they would not send me my money. Now David Lerner is claiming that the $75 fee was waived. So they pocketed it in another way. Either way, they stole it ...


David Lerner Associates
Investment Advisor misrepresented himself, selling me an overconcentration of high risk illiquid investment securities which were unsuitable for my investment needs

The problem with David Lerner Associates is not necessarily the securityproduct (Apple REIT), but that their salespeople go around selling it in largevolumes to people on fixed income and disability, therefore creating aportfolio that is illiquid and over concentrated, building accounts that ...