Unclaimed Profile

Norman Henry Lehrer

LEHRER MANAGEMENT CO INC·CUPERTINO, California

Series 6529 years registeredLEHRER MANAGEMENT CO INC

20400 STEVENS CREEK BLVD., SUITE 230, CUPERTINO, CA 95014CRD# 2724542Firm CRD# 107995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Norman Henry Lehrer · CUPERTINO, CA

Registration

CRD #2724542 · LEHRER MANAGEMENT CO INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEHRER MANAGEMENT CO INC

ALPHA CUBED INVESTMENTS, LLC

Nov 2012 – Oct 2023

IRVINE, CA

LEHRER MANAGEMENT CO INC

Jul 1997 – Oct 2013

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

2004Customer Dispute·Settled

2003Customer Dispute·Settled

2002Customer Dispute·Closed-No Action

2002Customer Dispute·Settled

2001Customer Dispute·Settled

2000Customer Dispute·Settled

7 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LEHRER MANAGEMENT CO INC

CRD 107995 · SEC 801-55473

AUM

$3M

Regulatory assets under management

Employees

4 client accounts

Services offered by LEHRER MANAGEMENT CO INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEHRER MANAGEMENT CO INC →

Introduction

Speak with Norman

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Norman is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CUPERTINO?

Browse all registered financial advisors in CUPERTINO, California or claim this profile if it's yours.

Browse CUPERTINO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Norman Henry Lehrer offer?

Norman Henry Lehrer specializes in Financial Planning, Investment Management, Wealth Management.

What are Norman Henry Lehrer's credentials?

Norman Henry Lehrer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Norman Henry Lehrer located?

Norman Henry Lehrer is based in CUPERTINO, California, last registered with LEHRER MANAGEMENT CO INC.

How does Norman Henry Lehrer charge for services?

Norman Henry Lehrer's firm is compensated through percentage of aum, hourly charges, other: fees are occasionally negotiated.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEHRER MANAGEMENT CO INC?

LEHRER MANAGEMENT CO INC has approximately 4 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →