D.A. Davidson and Co. Broker Ryan Meeks Stock Loss Options

D.A. Davidson & Co.

Erez Law is currently investigating D.A. Davidson & Co. broker Ryan Meeks (CRD# 6134757) regarding stock losses. He has been registered with D.A. Davidson & Co. in Bozeman, Montana since 2012. 

Ryan Meeks Customer Complaints

He has been the subject of two customer complaints between 2019 and 2022, one of which was closed without action, according to his CRD report:

January 2022. “Claimant alleges FP provided incorrect tax advice regarding stepping up the basis of securities in an irrevocable trust.” The customer is seeking $2,120,734.40 in damages and the case is currently pending. The complaint was regarding common and preferred stock 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, D.A. Davidson & Co. may be liable for investment or other losses suffered by Ryan Meeks’ 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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Author: Jeffrey Erez

The founder of Erez Law, Jeffrey Erez, focuses exclusively on securities arbitration and litigation. Mr. Erez passionately believes in representing aggrieved investors and obtaining justice for his clients through litigation.