|
David Lerner Associates is a privately held broker/dealer with headquarters in Syosset, New York and branch offices in Westport, CT; Boca Raton, FL; Teaneck and Princeton, NJ; and White Plains, NY. Their product offerings include Apple Real Estate Investment Trusts (REITs), bonds, collateralized mortgage obligations, retirement funds, mutual funds, life insurance, and other services.〔(Company website )〕 They have become well known in the New York metropolitan area for their "Take A Tip From Poppy" radio segments〔(Bloomberg )〕 and regularly hold free investment seminars in the tri-state New York area and Florida.〔 The firm has been recognized as one of the most successful money-raisers in the real estate industry by promoting a steady 7-8% return for mom-and-pop investors.〔(Wall Street Journal )〕 As of June, 2011, the Company had sold approximately $6.8 billion in Apple REIT securities to 122,000 customers since 1992. In 2010 alone they raised $1 billion for one fund.〔 ==History== According to the Company website, David Lerner was previously a History and Economics high school teacher in Bayside, New York. To make ends meet, he began to sell mutual funds and life insurance for (First Investors ) in 1961.〔()〕 In 1976, he founded David Lerner Associates, Inc. with their first office located in Jericho, New York. In the late 1970s, market conditions changed causing the firm to re-assess the value of mutual funds. Lerner began offering tax-free municipal bonds.〔 By 1980, to cope with rapid expansion, the firm began outsourcing regulatory duties to a third-party firm, Security Pacific, a bond clearinghouse. After finding that Security Pacific "did not follow the rules," Lerner reported the issues to the National Association of Securities Dealers (NASD) and after "months of intense activity and investigation all issues were resolved."〔 Today, David Lerner Associates employs approximately 400 people, with its headquarters in Syosset, New York and satellite offices in Princeton and Teaneck, New Jersey; White Plains, New York; Westport, Connecticut; and Boca Raton, Florida.〔 Lerner has been a notable donor to causes in his community, including the Trey Whitfield School in Brooklyn, which he has supported with $300,000 in donations while helping to raise another $1 million, earning him a spot in the "Donor of the Day" column in the Wall Street Journal. He has for twenty years been the "prime donor" in the (Greater Long Island Running Club ), which sponsors the annual (Police Appreciation Run ). In April 2011 Lerner donated $10,000 to the club to help the family of a police officer who had been shot and killed. In January 2012 Lerner presented a check, with the club, to cover school expenses for the children of a slain local ATF agent.〔(Newsday )〕〔(Syosset Patch )〕 抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』 ■ウィキペディアで「David Lerner Associates」の詳細全文を読む スポンサード リンク
|