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David Lerner Associates

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Behind in the Times - Investment Advisor David Lerner Associates Employee Review

2.0
18 Oct 2017
Recommend
CEO approval
Business outlook

Pros

-They sponsor your licenses -They give almost anyone a chance -More than respectable first year salary and study stipend

Cons

-Very limited product selection -Very low retention rate -Way out of date technology system -Misrepresented the scope of the job -Zero lead generation -Limited potential for growth -Too many restrictions on how to promote yourself -Negative name recognition -Too much hands own control by family -Most of the investment advisors are just glorified salesmen forced to push the flavor of the month investment that may not be suitable to their clients -The old man is too hands on, tries to micromanage everyone. -Tony may be a good salesman and is somewhat fair, but not a good manager of others. Does very little managing and his personality can be harsh and abrasive at times which can rub some the wrong way.

Explore other reviews about David Lerner Associates

5.0
27 Nov 2025
Recommend
CEO approval
Business outlook

Pros

Working at David Lerner Associates has been a great experience. I’ve picked up a ton of skills here — from backend systems to client-facing work — and I’ve had the chance to learn from some really sharp people. There’s a strong culture of mentorship, and it’s clear the company genuinely cares about its employees. I’ve built great relationships across teams and feel like I’m part of something that values growth and accountability.

Cons

none. the benefits program has increased a lot and I'm thankful for them.

4.0
8 Nov 2025
Recommend
CEO approval
Business outlook

Pros

Great fixed income offerings including bonds and funds

Cons

Limited investment portfolio stuck with specific funds and bonds

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