David Lerner Associates

Are You A Daniel Lerner Customer at David Lerner Associates? Contact Lawyers KlaymanToskes Immediately

Retrieved on: 
Friday, March 31, 2023
Professional Services, Class Action Lawsuit, Financial Industry Regulatory Authority, White Plains, David Lerner Associates, Record, Energy, CRD, Complaint, Investment, Spirit, FINRA, Extreme Rules (2010), Book, Financial adviser

National securities attorneys KlaymanToskes encourages customers of Daniel Todd Lerner of David Lerner Associates, Inc. to contact the firm immediately at 888-997-9956.

Key Points: 
  • National securities attorneys KlaymanToskes encourages customers of Daniel Todd Lerner of David Lerner Associates, Inc. to contact the firm immediately at 888-997-9956.
  • KlaymanToskes is investigating Daniel Todd Lerner ( CRD# 1255769 ) of David Lerner Associates, Inc. following 13 customer complaints and a preliminary determination to bring disciplinary action against the White Plains, New York-based broker by the Financial Industry Regulatory Authority (“FINRA”).
  • KlaymanToskes previously issued a notice to Energy 11 and 12 investors , reporting that David Lerner Associates recommended high-commission, illiquid, and non-traded financial products to advisory clients.
  • Investors that suffered losses at the advice of Daniel Lerner or David Lerner Associates should immediately contact attorney Lawrence L. Klayman, Esq.

David Lerner Associates Customers Lost Millions Due to Broker Misconduct

Retrieved on: 
Friday, September 23, 2022
Sale, David Lerner Associates, Energy, Attention, Investment, Lerner, NASDAQ, Associate, GLOBE, Spirit, Financial adviser, Insurance, FINRA

The disturbing misconduct described in claim 21-01435 caught the attention of FINRAs regulatory department supporting their investigation into David Lerner and its responsible brokers.

Key Points: 
  • The disturbing misconduct described in claim 21-01435 caught the attention of FINRAs regulatory department supporting their investigation into David Lerner and its responsible brokers.
  • FINRAs latest investigations into Lerner and its brokers seem to be focused on one common issue: the sale of unsuitable investments.
  • According to securities attorney Lawrence L. Klayman, Esq., Our clients have lost nearly $2.5 million at the hands of David Lerner Associates and its brokers.
  • Former and current customers of Russ Kory, Daniel Lerner, Darren Nomberg, Michael Karp, or other David Lerner brokers with losses in excess of $75,000 may be entitled to compensation.

DAVID LERNER INVESTOR ALERT: KlaymanToskes Continues to Investigate Unsuitable Concentration in Proprietary Products Invested in Energy 11 LP, Energy Resource 12 LP and Spirit of America Fund Which Resulted in Losses in Excess of $250,000

Retrieved on: 
Tuesday, August 3, 2021
Finance, Money, Economy, David Lerner Associates, Investor, Financial adviser

According to securities attorney, Lawrence L. Klayman, David Lerner Associates recommended proprietary products that were unsuitable for most conservative or retired investors.

Key Points: 
  • According to securities attorney, Lawrence L. Klayman, David Lerner Associates recommended proprietary products that were unsuitable for most conservative or retired investors.
  • Klayman adds, Based on SEC Filings, there was an incentive to recommend these proprietary products at the expense of investors.
  • Moreover, the Spirit of America Fund contained high commissions (up to 10%), which incentivized financial advisors to recommend these products.
  • The sole purpose of this release is to investigate investment recommendations provided by David Lerner Associates.

New York City REIT Announces Release Date for Second Quarter 2021 Results

Retrieved on: 
Monday, July 12, 2021
Construction & Property, REIT, Real estate investment trust, Forward-looking statement, David Lerner Associates

About New York City REIT, Inc.

Key Points: 
  • About New York City REIT, Inc.
    New York City REIT, Inc. is a publicly traded REIT that owns a portfolio of high-quality commercial real estate located within the five boroughs of New York City.
  • Additional information about NYC can be found on its website at www.newyorkcityreit.com .
  • The statements in this press release that are not historical facts may be forward-looking statements.
  • These forward-looking statements involve substantial risks and uncertainties that could cause the outcome to be materially different.

Apple Hospitality REIT Announces Distribution for Second Quarter of 2021

Retrieved on: 
Wednesday, June 16, 2021
Commercial Building & Real Estate, Construction & Property, REIT, Other Travel, Lodging, Destinations, Other Construction & Property, Vacation, Travel, Companies, Real estate investment trust, Apple Inc., New York Stock Exchange, Economy of the United States, David Lerner Associates

Apple Hospitality REIT, Inc. (NYSE: APLE) (the Company or Apple Hospitality) today announced that its Board of Directors declared a quarterly cash distribution of $0.01 per common share for the second quarter of 2021.

Key Points: 
  • Apple Hospitality REIT, Inc. (NYSE: APLE) (the Company or Apple Hospitality) today announced that its Board of Directors declared a quarterly cash distribution of $0.01 per common share for the second quarter of 2021.
  • The distribution is payable on July 15, 2021, to shareholders of record as of June 30, 2021.
  • Apple Hospitality REIT, Inc. (NYSE: APLE) is a publicly traded real estate investment trust (REIT) that owns one of the largest and most diverse portfolios of upscale, rooms-focused hotels in the United States.
  • Apple Hospitalitys portfolio consists of 232 hotels with more than 29,700 guest rooms located in 88 markets throughout 35 states.

Apple Hospitality REIT Announces Dates for Second Quarter 2021 Earnings Release and Conference Call

Retrieved on: 
Tuesday, June 15, 2021
Commercial Building & Real Estate, Other Travel, Construction & Property, Lodging, Travel, Vacation, REIT, Other Construction & Property, Real estate investment trust, David Lerner Associates

To access the call, participants from within the U.S. should dial 877-407-9039, and participants from outside the U.S. should dial 201-689-8470.

Key Points: 
  • To access the call, participants from within the U.S. should dial 877-407-9039, and participants from outside the U.S. should dial 201-689-8470.
  • A replay of the call will be available from approximately 1:00 p.m. Eastern Time on August 6, 2021, through 11:59 p.m. Eastern Time on August 27, 2021.
  • Apple Hospitality REIT, Inc. (NYSE: APLE) is a publicly traded real estate investment trust (REIT) that owns one of the largest and most diverse portfolios of upscale, rooms-focused hotels in the United States.
  • Apple Hospitalitys portfolio consists of 232 hotels with more than 29,700 guest rooms located in 88 markets throughout 35 states.

First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds

Retrieved on: 
Thursday, May 20, 2021
Banking, Professional services, Finance, Finance, Money, Investment, Unit investment trust, Mutual fund, David Lerner Associates

FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.

Key Points: 
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.
  • FTA has collective assets under management or supervision of approximately $194 billion as of April 30, 2021 through unit investment trusts, exchange-traded funds, closed-end funds, mutual funds and separate managed accounts.
  • FTA is the supervisor of the First Trust unit investment trusts, while FTP is the sponsor.
  • Prospectuses for the Funds contain this and other important information and are available free of charge by calling toll-free at 1-800-621-1675 or visiting www.ftportfolios.com .

First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds

Retrieved on: 
Monday, May 10, 2021
Professional services, Finance, Finance, Money, Investment, Unit investment trust, Mutual fund, David Lerner Associates

FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.

Key Points: 
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.
  • FTA has collective assets under management or supervision of approximately $194 billion as of April 30, 2021 through unit investment trusts, exchange-traded funds, closed-end funds, mutual funds and separate managed accounts.
  • FTA is the supervisor of the First Trust unit investment trusts, while FTP is the sponsor.
  • Prospectuses for the Funds contain this and other important information and are available free of charge by calling toll-free at 1-800-621-1675 or visiting www.ftportfolios.com .

First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds

Retrieved on: 
Monday, April 12, 2021
Professional services, Finance, Finance, Money, Investment, Unit investment trust, Mutual fund, David Lerner Associates

FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.

Key Points: 
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.
  • FTA has collective assets under management or supervision of approximately $186 billion as of March 31, 2021 through unit investment trusts, exchange-traded funds, closed-end funds, mutual funds and separate managed accounts.
  • FTA is the supervisor of the First Trust unit investment trusts, while FTP is the sponsor.
  • Prospectuses for the Funds contain this and other important information and are available free of charge by calling toll-free at 1-800-621-1675 or visiting www.ftportfolios.com .

New York City REIT, Inc. Announces Common Stock Dividend for Second Quarter 2021

Retrieved on: 
Thursday, April 1, 2021
Professional services, Commercial Building & Real Estate, Finance, Construction & Property, REIT, Banking, Equity securities, Corporate finance, Financial markets, Real estate investment trust, Financial economics, Dividend, Common stock, New York Stock Exchange, David Lerner Associates

New York City REIT, Inc. (NYSE: NYC) (NYC) announced today that it intends to continue to pay dividends on its shares of Class A common stock and Class B common stock at an annualized rate of $0.40 per share or $0.10 per share on a quarterly basis.

Key Points: 
  • New York City REIT, Inc. (NYSE: NYC) (NYC) announced today that it intends to continue to pay dividends on its shares of Class A common stock and Class B common stock at an annualized rate of $0.40 per share or $0.10 per share on a quarterly basis.
  • Accordingly, NYC declared a dividend of $0.10 per share on each share of NYCs Class A common stock and Class B common stock payable on April 15, 2021 to common stock holders of record at the close of business on April 12, 2021.
  • About New York City REIT, Inc.
    New York City REIT, Inc. is a publicly traded REIT that owns a portfolio of high-quality commercial real estate located within the five boroughs of New York City.
  • These forward-looking statements involve substantial risks and uncertainties that could cause the outcome to be materially different.