Were you the victim of Realized Financial, Inc. broker David Dahill (CRD# 6581024) related to Delaware Statutory Trust (DST) losses? He has been registered with Realized Financial, Inc. in Austin, Texas, since 2019, and with Wealthforge Securities, LLC in Austin, Texas, from 2016 to 2019.
David Dahill Customer Complaints
He has been the subject of two customer complaints between 2024 and 2025, according to his CRD report:
November 2025. “Claimant alleges Mr. Dahill was a control person when a RR made recommendations in an Inspired Healthcare Capital DST offering, which were unsuitable, causing losses between $100K – $500K.” The customer is seeking $500,000 in damages, and the case is currently pending.
January 2024. “Allegations that due diligence information provided to claimants was false, misleading, and failed to fully and properly information the claimants of the risks involved in investing in Skyloft DST, and breach of fiduciary duty by withholding information described in the first allegation.” The case was settled for $600,000. The complaint was regarding direct investment 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, Realized Financial, Inc. may be liable for investment or other losses suffered by David Dahill’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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