Meyer Wilson

Recovering Losses Caused By Investment Misconduct


General Questions

What is a hedge fund?

Hedge funds used to be very exclusive investment opportunities, but now they are available to most all investors. Hedge funds can mirror mutual funds, in that they are managed with the goal of achieving positive returns.

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What are the new rules to protect retirement accounts?

There are new rules going into effect in 2017 that are expected to save investors as much as $40 billion over the next decade. Learn more about these retirement account protections.

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Why has the value of my MLP investments gone down?

Did your broker misinform you about what to expect out of MLP investments? It is important to note that they are affected by the oil downturn. Learn more about MLPs and your options.

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What is the difference between a discretionary and non-discretionary account?

With a discretionary account, your broker is permitted to exercise their own discretion and make purchases or sales of securities without talking to you and getting your permission. Learn more about how this differs from non-discretionary accounts and why it matters.

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What are blue sky laws?

Each state has its own laws that it has passed to regulate the securities industry. These state-by-state laws are known as "blue sky" laws.

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How are damages calculated for investors in a case against a brokerage firm or financial advisor?

It is difficult to estimate, because every case is so different. We recommend speaking with someone from our firm for a more precise estimate.

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How do I know if I have a valid investor claim against my financial advisor or brokerage firm?

While there are certain red flags that can indicate that you have a claim against your advisor or broker, there is no tried-and-true formula for determining if you have a valid claim.

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What is fiduciary duty?

Fiduciary duty is what your broker or financial advisor owes you. Essentially, when you entrust your money to a broker, it is their job to act in your best interests.

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Do I have any legal options if I lost money in private placement securities?

These non-public offerings are risky, so if you lost money on this type of investment, there may still be a chance for you to recover your losses.

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After 45 years of marriage, I am now in charge of my investments. Prior to my husband's death, he handled all of our financial decisions. What can I do to protect myself from investment fraud?

Unfortunate but true, scammers' ideal prey is an elderly widow. Take the necessary steps to educate yourself so you do not fall victim to investment fraud.

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I'm interested in investing in private placements. What does Regulation D mean to me?

A private placement is essentially a security that is not registered. Regulation D specifically applies to certain types of unregistered securities.

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Once my broker or financial advisor decides on an asset allocation plan for my portfolio, should the allocation be monitored?

Your broker should absolutely monitor your asset allocation plan to ensure that you are getting the best return on investment possible.

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I've lost money on an investment. Does that automatically mean I have an unsuitability claim?

While unsuitability is a common claim for people who have lost money on an investment, this is not always the case.

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What is FINRA?

"FINRA" stands for the Financial Industry Regulatory Authority. It is the largest independent securities regulator in the nation.

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What is the SIPC?

The SIPC stands for the Securities Investor Protection Corporation. This organization helps investors recover money if their broker goes bankrupt/insolvent.

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How Can a CPA Protect Their Clients from Investment Fraud?

CPAs have a rare opportunity to help detect investment fraud and help protect their clients. Learn what you should look for and what you can do to help.

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When Choosing an Attorney, Results Matter

  • $30M
    $30,000,000 Recovered in Confidential Settlement for 100-Year-Old-Widow
  • $10M
    Retirees Recover in Excess of $10,000,000 of Retirement Losses
  • $6.5M
    $6,500,000 Recovered for a Large Group of Individual Investors
  • $5M
    $5,000,000 Recovered for Group of Midwest Clients
  • $3.8M
    Meyer Wilson Recovers More than $3,800,000 for Elderly Victim in Ponzi Scheme Case
  • $3.2M
    $3,200,000 of Losses Recovered by Meyer Wilson for More Than 50 Families of Ponzi Scheme in California

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