Were you the victim of Cabot Lodge Securities LLC broker Stephen Meskan (CRD# 2001506)? He has been registered with Cabot Lodge Securities LLC in Chicago, Illinois, since 2019, and Cl Wealth Management LLC in Chicago, Illinois, since 2019. He was registered with Purshe Kaplan Sterling Investments in Chicago, Illinois, from 2017 to 2019, Fourstar Wealth Advisors, LLC in Chicago, Illinois, from 2017 to 2018, Feltl Advisors in Chicago, Illinois, from 2013 to 2017, and Feltl & Company in Chicago, Illinois, from 2011 to 2017.
Stephen Meskan Customer Complaints
He has been the subject of four customer complaints between 1998 and 2026, one of which was denied, according to his CRD report. The most recent complaints were regarding:
April 2026. “Claimants allege Violation of the Wisconsin Uniform Securities Act, Fraud/Negligent Misrepresentation and Negligence with regard to various investment products they purchased from 2019 to 2025.” The customer is seeking $250,000 in damages, and the case is currently pending. The complaint was regarding unit investment trust (UITs), variable annuities, and mutual funds.
February 2026. “Claimants allege Violation of the Wisconsin Uniform Securities Act, Fraud/Negligent Misrepresentation and Negligence with regard to various investment products they purchased from 2019 to 2025.” The customer is seeking $250,000 in damages, and the case is currently pending. The complaint was regarding UITs, private placements, variable annuities, and mutual funds.
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, Cabot Lodge Securities LLC may be liable for investment or other losses suffered by Stephen Meskan’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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