Daniel Lerner and Energy 11 – Investor Losses, Regulatory Action, and Legal Options
Daniel Todd Lerner (CRD# 1255769), a long-serving financial advisor at David Lerner Associates, is facing increased legal and regulatory scrutiny following a wave of investor complaints tied to his recommendations of risky energy-sector investments. These include Energy 11, Energy 12, and the Spirit of America Energy Fund—all proprietary products offered by his broker-dealer. Over the […]
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