# EDGAR Filing Document

**Accession Number:** 0000058798
**File Stem:** 0000058798-26-000003
**Filing Date:** 2026-3
**Character Count:** 2781
**Document Hash:** e5316a0d36a24d04b3545770e8a931a6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000058798-26-000003.hdr.sgml**: 20260302

**ACCESSION NUMBER**: 0000058798-26-000003

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260302

**DATE AS OF CHANGE**: 20260302

**EFFECTIVENESS DATE**: 20260302

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** DAVID LERNER ASSOCIATES, INC.
- **CENTRAL INDEX KEY:** 0000058798

**ORGANIZATION NAME:**
- **EIN:** 112374466
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-20746
- **FILM NUMBER:** 26709767

**BUSINESS ADDRESS:**
- **STREET 1:** 477 JERICHO TPKE
- **STREET 2:** P.O.BOX 9006
- **CITY:** SYOSSET
- **STATE:** NY
- **ZIP:** 11791-9006
- **BUSINESS PHONE:** 609-806-3606

**MAIL ADDRESS:**
- **STREET 1:** 477 JERICHO TPKE
- **STREET 2:** P.O.BOX 9006
- **CITY:** SYOSSET
- **STATE:** NY
- **ZIP:** 11791-9006

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** DAVID LERNER ASSOCIATES INC                             /BD
- **DATE OF NAME CHANGE:** 20020509

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LERNER DAVID ASSOCIATES INC /
- **DATE OF NAME CHANGE:** 20001016

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LERNER DAVID ASSOCIATES INC //NY
- **DATE OF NAME CHANGE:** 19961107

### Attached PDF Documents

**Attachment 1:** `short123125.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000058798

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** DAVID LERNER ASSOCIATES, INC.

**Business Address:** 477 JERICHO TPKE, SYOSSET, NY, 11791-9006

**Contact Person:** Erika Santos

**Contact Phone:** 5164655189

### Independent Public Accountant Identification

**Accountant Name:** Citrin Cooperman & Company, LLP

**Accountant Address:** 50 Rockefeller Plaza, New York, NY, 10020

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Martin Walcoe**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **DAVID LERNER ASSOCIATES, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** Martin Walcoe

**Title:** President

**Notarized:** Yes