Erez Law is currently investigating former Morgan Stanley broker Patricia Holder (CRD# 2894768) regarding corporate debt losses. She has been registered with Insigneo Securities, LLC in Miami, Florida, since 2024. She was registered with Morgan Stanley in Miami, Florida, from 2009 to 2024.
Patricia Holder Customer Complaints
She has been the subject of two customer complaints between 2008 and 2025, one of which was withdrawn, according to her CRD report:
June 2025. “Claimant alleges inter alia, unsuitable investment recommendations and violations of Reg BI with respect to securities-backed line of credit strategy 2014-2024.” The case is currently pending. The complaint was regarding corporate debt losses.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Morgan Stanley may be liable for investment or other losses suffered by Patricia Holder’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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