Daniel Lerner, named on BrokerCheck as Daniel Todd Lerner (CRD 1255769), settled a customer dispute on September 10, 2026 for $145,762, BrokerCheck shows. The customer alleged unsuitability, misrepresentation, and omission in a claim naming David Lerner Associates.

Investors have come forward with complaints about securities broker Daniel Lerner AKA Daniel Todd Lerner [CRD#: 1255769, White Plains, NY]. Evidently, the securities broker, who worked for David Lerner Associates, discloses client disputes via Financial Industry Regulatory Authority (FINRA) BrokerCheck. Notably, David Lerner Associates clients allege that Lerner made unsuitable transactions, made misrepresentations and omissions, […]