A Wealth Recovery Law Firm
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99% SUCCESS RATE
We have recovered over $150,000,000 in verdicts and settlements.
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TEAM APPROACH
Our award-winning trial attorneys have the resources to take on some of the largest brokerage firms.
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* NO UPFRONT FEES
We work on a contigency basis - meaning you don’t pay us a penny, unless we recover for you.
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EXPERIENCED
We draw on over 20 years of experience, to best represent victims of investment fraud.
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Welcome to Erez Law, a Wealth Recovery Law Firm

Our proven track record of success at trial is a benefit to our clients for whom we have the privilege of trying cases and for our clients whose cases are settled as well. Brokerage firms and their lawyers carefully evaluate the law firms that represent investors in cases. The highest settlement value will be paid to investors represented by lawyers that have demonstrated the commitment to the case and that are known to try cases effectively.

Explore some of our most successful cases
Our Most Successful Cases
Read Case Details Here
$11,100,000
Madhany Revocable Trust v. Scott Andrew King and Citigroup Global Markets, Inc.
CASE NO. 10-04929
$4,200,000
Puerto Rico Investors v. UBS Financial Services, Inc. and UBS Financial Services of Puerto Rico, Inc.
CASE NO. 16-0071
$2,545,000
Puerto Rico Investors v. UBS Financial Services, Inc. and UBS Financial Services of Puerto Rico, Inc.
CASE NO. 14-00304
Read Case Details Here
Testimonials

When nobody wanted to help, Jeff took my case and won! He's a winner! Straightforward to the point and got it done! Thank you Erez and Associates!

- Kamran Sotoodeh

Most importantly,  Jeff Erez and his team delivered an outstanding result for my wife and I concerning a claim that is by any objective standard a substantial one!  Jeff is a lawyer’s lawyer and led a skilled team throughout a multi-year process. He was always available consistent with the schedule of a busy trial lawyer and was always able to answer questions and accurately manage expectations.   His support staff and professional colleagues are all professional and first-rate.  I am a former public company general counsel and am pleased to report that Jeff is a skilled and persuasive advocate with loads of financial acumen.  And he has tons of experience and positive relationships  in a plaintiff securities bar that  is truly a small world unto itself.  We feel so lucky to have found him !

- Scottow King

If you are looking for a law firm you will find it difficult to find one more professional and effective than The Erez Law Firm. I supplied them with the requested information and they done the rest. If I ever need a law firm again I will surely call them.

- Wade Hunter

I called Jeff Erez when I suspected wrongdoing from incredible losses incurred by investments choices made by my bank . I was intimidated to confront a big corporation, but Jeff Erez as an exceptional professional, walked me through every step of the way. He was always available when I had a question, and I had many. I appreciated that even though he has a very professional and friendly staff, he will return all my calls. Thoroughly, honest, careful and efficient in every way, he is detail oriented and strong but above all fair and compassionate. Will recommend his services without hesitation.

- Anonymous

I called Jeff Erez after having very heavy losses with one terrible bond in which I invested following very bad advice and lack of responsibility from the financial advisor of a major brokerage firm. Prior to Jeff another experienced law firm dropped the case. Jeff understood my arguments immediately. We proceded to collect and analyze all supporting data (a lot of it) and Jeff & team prepared a very solid case with very good results. I was quite intimidated to confront a big corporation, but Jeff Erez showed me he had results based in knowledge and experience with similar situations. Jeff is a very effective professional, fast, hard working and focuses in both, the big picture and the details. He was always available to answer my questions and so was his staff. I recommend his services without hesitation.

- Francisco

Mr. Erez expertise allows him to effectively zero in on the core issue of the case, keeping it simple nonetheless providing the maximum benefit for his client. The entire team is sensitive, supportive and available thru out the whole process. We highly recommend Erez Law.

- Ciordia Family

Jeff Erez represented my wife and I in a Finra arbitration case. We were extremely impressed with his knowledge of securities and exchange laws, incredible preparation, and impressive direct and cross examination skills. He was able to secure a favorable judgement from Finra which exceeded our original expectations. I would highly recommend Jeff to anyone seeking a successful judgement for a Finra arbitration

- Russell Rupp

In the year 2013, my company WRI Vending Machine Inc. had a large loss of money that had been invested in Puerto Rico government bonds. I understood that this loss was caused by the mismanagement of the brokerage house and its staff. I made my claim to FINRA and recruited the attorney Jeff Erez who had an exceptional performance of which I am a witness and the results show it.

- Waldemar Rivera

Mr. Jeffrey Erez impressed me as an effective communicator, a thoughtful strategist, and an active listener. During the 2-year long case where he represented our family, these qualities consistently stood out and helped strengthen our case, jointly navigate the case complexities, and lead a successful trial.

- The Rodriguez Family

My wife and I had the privilege of being represented by Jeff in a very detailed FINRA arbitration. Jeff was very well prepared and very personable but at the same time very direct in his presentation and direct examination of the facts. In our opinion, he outclassed our opposition and used their own information against them which proved to be a pivotal point in our hearing. When hiring an attorney on a matter that will be litigated it is important to understand his trial personality and directness and how it will play to the panel, judge or jury. It is equally important to understand his personality and directness in dealing with his clients and in our case clients that were inexperienced in a litigation setting. We were very impressed with Jeff’s demeanor in the hearing room as well as his over the top preparedness and knowledge of our case. We were equally impressed with how he lead us personally through an arduous 5 day hearing. He was firm when needed, motivating when needed and strong when we needed to be. The bottom line to any consultant relationship is would you hire Jeff again given the same circumstances. The answer is absolutely a yes which is why I am happy to write this email.

- Don Hausfeld

During the past couple of years, your law firm did an excellent quality work, representing myself and my wife, in the case against UBS. Your interaction and your firm's commitment to the best interest of my claim, was brilliantly carried out, clearly chowing that you had the required expertise needed to bring forth the best achievable final result in the case. My wife and myself are satisfied with the results obtained and want to sincerely thank you for all the efforts you and your law firm placed on this case.

- Agustin Mujica

I am pleased to do an attorney review for Jeff Erez at Erez Law. In 2012 we asked Mr. Erez to represent us in a suit against our brokerage to be heard by FINRA. Prior to this we had interviewed other attorneys whom we decided not to use, and upon meeting Mr. Erez we were immediately struck by his professionalism and intelligence and decided to put ourselves in his hands. The experience from beginning to a great positive end was unlike any other we have ever had with other attorneys. Mr. Erez and his team made us feel comfortable and explained every detail of what we needed to do and what we could expect in a professional and experienced manner. At the trial, he was articulate and his innate ability to present the facts clearly and precisely made the opposing attorney and his team look ridiculous (they were from a large, well known firm). As a result of the way Mr. Erez presented himself, we were able to win the case and FINRA awarded a very large amount of money. Mr. Erez is far and above most other attorneys and I would recommend him and his firm to anyone needing his expertise.

- Michele Billings

I am so happy that everything when so well in the court case. It was clear that you prepare outstanding for the case. I was impressed by your presentation. At that moment it was clear to me that they will have no chance. It was a great experience for me to see you working.

- Jorge L. Cabrera

Your professional ability, creativity, and performance is indeed outstanding. My sincere thank you, to you, Stefan, to Michael, and to Sonia for a job exceptionally well done, and for effectively coordinating the many details and documents of this case. Litigation is a trying manner for all involved, but you all have given me great confidence in the manner in which this case was handled. Thank you again to each and every one of you.1

- Zane Gubman

We couldn’t have asked for a better prepared team and really appreciate your guidance, dedication and countless hours you spent on our case. Regards and heartfelt thanks!

- Alon Shaked

Did a Financial Advisor’s Misconduct Harm You? Erez Law Can Help

Investors from around the globe come to Erez Law when they need diligent attorneys to level the playing field against the most powerful industry in the world: Wall Street. When a broker fails to live up to his or her professional duties, civil law presents a resolution for victims. Your broker may have put your money in risky investments, ignored your instructions, committed retirement investment fraud, or otherwise abused your trust. If this sounds familiar, you may have the opportunity to get some or all of your money back.

At Erez Law, our investment fraud attorneys are committed to protecting retirees and investors from broker misconduct. We know which legal avenues to take on behalf of our clients. Over the years, we’ve spoken with thousands of people through the world whom brokers and financial advisors have wronged. We’ve helped many clients get some or all of their money back from bad investments and untrustworthy brokers.

Erez Law specializes in broker misconduct, abuse, and malpractice. Unfortunately, more stockbrokers than people realize take advantage of positions of power to trick investors into making poor choices that will ultimately benefit themselves. When this happens, many people blame themselves or are too embarrassed to seek help.

If you believe that you’re the victim of such misconduct, know you aren’t the only one, and you’re not alone. Contact Erez Law to learn your rights in these situations. Most firms don’t have the experience of our team or the necessary size. We’re happy to discuss your situation in detail in a free one-on-one consultation with one of our lead attorneys. Call (888) 840-1571 or contact us online to get started.

Contact Us

If a fraudulent financial advisor harmed you, we may be able to help. Find out if you have a case against your broker by calling Erez Law or filling out our online contact form to get in touch. A compassionate member of our team will return your call and collect more information about your situation. Our consultations are always free, confidential, and protected by attorney-client privilege. Erez Law's investment fraud attorneys give you the answers needed to move on from an encounter with a dishonest stock broker. Contact us today.

Blog
December 6, 2021
Former UBS Financial Services Inc. Broker Shay Scruggs Investment Loss Options
Were you the victim of former UBS Financial Services Inc. broker Shay Scruggs (CRD# 4173046)? Shay Scruggs has been registered with Rockefeller Financial LLC in Dallas, Texas since June 2020. Previously, Shay Scruggs was registered with UBS Financial Services Inc. in Houston, Texas from 2014 to 2020. Shay Scruggs Faces Suitability Complaint Shay Scruggs has… Read More
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December 6, 2021
Options for Clients of Former Aegis Capital Corp. Broker Antonio Almeida
Erez Law is currently investigating former Aegis Capital Corp. broker Antonio Almeida (CRD# 3106626) regarding unsuitable investment recommendations. Antonio Almeida was registered with Worden Capital Management LLC in Garden City, New York from 2020 to 2021 and previously with Aegis Capital Corp. in Melville, New York from 2014 to 2017. In February 2021, FINRA suspended… Read More
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