Tag Archives: Daniel Todd Lerner

David Lerner Of David Lerner Accused Of Unsuitable Trading

March 18, 2021  |   Posted by :   |   Breach of Fiduciary Duty, FINRA Securities Arbitration, Investment and Regulatory News, Unsuitable Investment Recommendations   |   Comments Off on David Lerner Of David Lerner Accused Of Unsuitable Trading

Daniel Todd Lerner of White Plains New York a stockbroker currently registered with David Lerner Associates Inc. is referenced in a customer initiated investment related written complaint on January 22, 2021 where the customer requested $100,000.00 in damages supported by accusations that they had been placed into unsuitable mutual funds and direct investments when the […]

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Investors File Claim Against David Lerner Of David Lerner

April 23, 2020  |   Posted by :   |   Breach of Fiduciary Duty, Failure To Supervise, Private Placement Fraud, Securities Arbitration Claims, Unsuitable Investment Recommendations   |   Comments Off on Investors File Claim Against David Lerner Of David Lerner

Daniel Todd Lerner of New York New York a stockbroker registered with David Lerner Associates Inc. is the subject of a customer initiated investment related arbitration claim where the customer sought unspecified damages based upon accusations that (1) David Lerner Associates failed to supervise Daniel Lerner (2) a fiduciary duty that was owed to the […]

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Customer Accuses David Lerner Of Misrepresentation

January 26, 2018  |   Posted by :   |   Bond Fraud, Investment and Regulatory News   |   0 Comments

Daniel Todd Lerner, of White Plains, New York, a stockbroker currently registered with David Lerner Associates, Inc., is the subject of a customer initiated investment related written complaint on August 22, 2016, in which the customer sought $16,756.00 in damages founded on accusations that between August of 2015 to August of 2016, misrepresentations had been […]

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