KNOW WHO YOU ARE TALKING TO
Financial Advisor Directory.
Find a person. Research the firm. Start a better conversation.
Historical records and sourced professional profiles. Check current registration, services and contact information before engaging.
92 matching profiles
Page 2 of 8Historical record
Charles Christopher Castro
David Lerner Associates, Inc.
White Plains, New YorkCRD #5556780Historical record
Dana Lee Lightner
David Lerner Associates, Inc.
Lawrence Township, New JerseyCRD #6110515Historical record
David Aaron Rocke
David Lerner Associates, Inc.
Lawrence Township, New JerseyCRD #2620942Historical record
David Christian Pina
David Lerner Associates, Inc.
White Plains, New YorkCRD #5196205Sources, ordering and what to verify
The directory currently includes 63,615 historical records. Its original as-of date is unknown; imported September 23, 2026. Historical firm, location, contact and license fields may be out of date. They do not establish current registration or availability.
Linked professional profiles appear first, alphabetically by name; historical records follow in source order. Fincadia and other firms use the same search filters. No placement is a recommendation or quality ranking. Confirmed matching CRD numbers are merged into the sourced profile; a name alone is not an identity match.
Use FINRA BrokerCheck and SEC IAPD to check the person, current firm, registrations and disclosures. A financial advisor may not offer brokerage or stock-trading services. Ask about the capacity in which they will serve you, fees, conflicts and Form CRS.
Listings do not imply that a professional participates in Fighting Wall St. Contact links go directly to the listed destination. Requests submitted to Fighting Wall St. stay with the Fighting Wall St. team unless you separately authorize an introduction. Site disclosures.
TAKE YOUR RESEARCH FURTHER
Prepare for a Better Advisor Conversation.
Have a question about your investments, taxes, insurance or financial plan? Tell us what deserves a closer look.
