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Articles Posted in Investor Lawyers

San Diego Investment Loss Law Firm

Published on: January 6, 2025 | by Shepherd Smith Edwards & Kantas, LLP

San Diego, CA Investment Loss Law Firm

Representing Southern California Investors Against Brokers and Investment Advisers

In recent years, alternative investments have become an attractive draw for investors looking to diversify and expand their portfolios. However, these little-regulated, complex securities can also be high-risk and they are not suitable for every investor. If you are a Southern California investor who sustained losses after your broker or investment adviser unsuitably recommended an alternative investment, Shepherd Smith Edwards and Kantas San Diego Investment Loss Law Firm want to talk to you.

Investor Lawyers

Published on: November 26, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Customers of B Riley Wealth Management Financial Advisor Brian Sterz Filed Investment Loss Recovery Claims. Our Investor Lawyers Are Investigating

Shepherd Smith Edwards and Kantas Investor Lawyers (investorlawyers.com) represents investors who sustained losses involving a B Riley financial advisor. This includes, most recently, a Miami investor who is suing the firm over allegedly unsuitable alternative investment recommendations. This client of ours is seeking up to $500K in damages. We are also working with a retiree who is alleging gross mismanagement and suing for up to $1M.

Our financial advisor fraud lawyers are also investigating claims of investor losses involving former customers of ex-B Riley Wealth Management investment adviser Brian Michael Sterz. A number of them filed claims related to losses involving (OTCMKTS: FMCC), (OTCMKTS: FNMA), and (OTCMKTS: FNMAT).