Erez Law is interested in speaking with investors who may have suffered losses due to investments with former Realta Equities, Inc. broker Matthew Chancey (CRD# 5645874) regarding alternative investments. He has been registered with Crescent Securities Group, Inc. in Plano, Texas, since 2026. He was registered with Realta Investment Advisors, Inc. in Winter Park, Florida, from 2021 to 2026, Realta Equities, Inc. in Wilmington, Delaware, from 2021 to 2026, Dempsey Lord Smith, LLC in Tampa, Florida, from 2018 to 2021, Claraphi Advisory Network, LLC in Tampa, Florida, from 2017 to 2019, and Retirement Wealth Advisors, Inc. in Orlando, Florida, from 2014 to 2017.
Matthew Chancey Customer Complaints
He has been the subject of one customer complaint, according to his CRD report:
March 2026. “Claimant alleges improper recommendations and other acts and omissions.” The case is currently pending. The complaint was regarding alternative investments, and it took place while he was registered with Realta Equities, Inc.
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, Realta Equities, Inc. may be liable for investment or other losses suffered by Matthew Chancey’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.
"*" indicates required fields
