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David Lerner Associates Broker Martin Lerner Faces Complaints for Recommending Unsuitable and Illiquid Investments in the Energy Sector

David Lerner Associates Broker Martin Lerner Faces Complaints for Recommending Unsuitable and Illiquid Investments in the Energy Sector

Posted on Tuesday, October 12th, 2021 at 12:36 am    

Erez Law is currently investigating David Lerner Associates broker Martin Lerner (CRD# 871038) who is alleged to recommend a strategy concentrated in high-risk and illiquid investments in the energy sector. Lerner has been registered with David Lerner Associates in Boca Raton, Florida since 1994.  It is alleged that Lerner recommended his clients invest in non-public… Read More

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David Lerner Associates, Inc. Broker Michael Norton Accused of Energy 11 Investment Losses

Posted on Monday, August 30th, 2021 at 1:40 pm    

Erez Law is currently investigating David Lerner Associates, Inc. broker Michael Norton (CRD# 2617985) regarding Energy 11 investment losses. Norton has been registered with David Lerner Associates, Inc. in Syosset, New York since 1998.  It is alleged that David Lerner Associates, Inc. brokers recommended their clients invest in non-public limited partnerships, including Energy Eleven (Energy… Read More

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Did You Lose Money Investing with Centaurus Financial, Inc. Broker Manuel Ramos?

Posted on Monday, August 2nd, 2021 at 6:33 pm    

Erez Law is interested in speaking with investors who may have suffered losses due to investments with Centaurus Financial, Inc. broker Manuel Ramos (CRD# 1956224). Ramos has been registered with Centaurus Financial, Inc. in Downey, California since 2011.  Ramos has been the subject of four customer complaints between 2003 and 2021, two of which were… Read More

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How to Bring a Claim Against Morgan Stanley Broker Brian Manning

Posted on Monday, July 26th, 2021 at 8:06 pm    

Erez Law is currently investigating Morgan Stanley broker Brian Manning (CRD# 1561116) regarding suitability concerns in the energy sector. Manning has been registered with Morgan Stanley in Toms River, New Jersey since 2009.  Manning has been the subject of one customer complaint in 2020, according to his CRD report: September 2020. “Claimant alleges unsuitability with… Read More

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Investment Loss Options for Clients of Advisory Group Equity Services Ltd. Broker W. Warren Gerety

Posted on Thursday, June 24th, 2021 at 4:54 pm    

There are options for clients of Advisory Group Equity Services Ltd. broker W. Warren Gerety (CRD# 2662678) who suffered investment losses. Gerety has been registered with Advisory Group Equity Services Ltd. in Rye, New Hampshire since 2010.  Gerety has been the subject of one customer complaint, according to his CRD report: April 2021. “In 2016… Read More

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UBS Financial Services Inc. Broker Richard Whalen Investment Loss Options

Posted on Monday, March 22nd, 2021 at 6:42 pm    

There are options for clients of UBS Financial Services Inc. broker Richard Whalen (CRD# 1097944) who suffered investment losses. Whalen has been registered with UBS Financial Services Inc. in Phoenix, Arizona since 2008.  Whalen has been the subject of one customer complaint in 2021, according to his CRD report: January 2021. “Time Frame: January 2,… Read More

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Options for Clients of Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker Scott Blanche

Posted on Monday, March 8th, 2021 at 6:59 pm    

Erez Law is currently investigating Merrill Lynch, Pierce, Fenner & Smith Incorporated broker Scott Blanche (CRD# 2152628) who suffered investment losses in the high-risk energy sector. Blanche has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jenkintown, Pennsylvania since 1996.  Blanche has been the subject of two customer complaints between 2001 and… Read More

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David Lerner Associates, Inc. Broker Charles Bonilla Energy Sector Loss Options

Posted on Tuesday, February 23rd, 2021 at 6:52 pm    

Erez Law is currently investigating former David Lerner Associates, Inc. broker Charles Bonilla (CRD# 2572107), who was recently suspended by FINRA. It is alleged that Bonilla recommended illiquid investments tied to the high-risk energy sector to customers of David Lerner Associates, Inc. It is alleged that David Lerner Associates, Inc. brokers recommended their clients invest… Read More

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Energy 11 Investment Losses with David Lerner Associates, Inc. Broker Glenn Werner

Posted on Tuesday, February 16th, 2021 at 5:52 pm    

Erez Law is currently investigating David Lerner Associates, Inc. broker Glenn Werner (CRD# 6118112) regarding Energy 11 investment losses. Werner has been registered with David Lerner Associates, Inc. in Syosset, New York since 2013.  Energy 11, LP is a public non-traded limited partnership that was formed to acquire and develop oil and natural gas properties… Read More

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GeoStellar, Inc. Investment Loss Options

Posted on Monday, February 1st, 2021 at 8:35 pm    

Erez Law is currently investigating brokers across the country who recommended their clients invest in GeoStellar, Inc., an Internet-scale solar energy platform based in Martinsburg, West Virginia. GeoStellar, Inc. filed for Chapter 7 bankruptcy in January 2018. The company has ceased operations and its website is no longer active.  According to public records, investors across… Read More

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