Can a Non-Lawyer Help Me?

Investor Claims Is What We Do - All Day, Every Day

Since 1999 our law firm has recovered more than $350,000,000 for victims of investment fraud and misconduct.
  • Jury Verdict Won Against Prudential Securities $262 Million
  • Recovered for 100-Year Old Widow $30 Million
  • Recovered in Retirement Losses $10 Million
  • Recovered for a Large Group of Individual Investors $6.5 Million
  • Recovered for Elderly Victim in Ponzi Scheme Case $3.8 Million
  • Recovered for Elderly Ponzi Scheme Victim $3.2 Million
  • Recovered for More Than 50 Families of Ponzi Scheme in California $3.2 Million
  • Recovered for 35 Families in Northeast Ohio $3.1 Million
  • Losses Recovered for 20 Retirees $3 Million
  • Recovered for Retired Physician Against Major Wall Street Firm Prior to Filing FINRA Arbitration $2.5 Million

Can a Non-lawyer Represent Me?

Many investors are surprised to learn that they typically cannot bring their claims against brokerage firms in court, but instead pursue their claims in binding arbitration through the Financial Industry Regulatory Authority, known as FINRA.

Arbitration against brokerage firms is mandatory based on arbitration clauses that are contained in almost every brokerage firm agreement that customers sign. Because arbitration is considered a private process, and not a legal proceeding, it is possible in some circumstances for non-lawyers to represent investors, and effectively act as legal counsel, even though they are not actually licensed to practice law.

In recent years, various businesses that are comprised of non-lawyers have been marketing themselves to investors as an alternative to hiring a traditional lawyer to represent them in brokerage firm disputes in FINRA arbitration. In our many years of experience representing investors, we can tell you that cases against brokerage firms are complicated, and involve many different legal issues. We believe that investors make a big mistake when they hire non-lawyers to represent them in FINRA arbitration.

Historically, arbitrators use customs and norms to resolve these disputes, but today, arbitration is very different. Complex statutory claims and sophisticated legal arguments are often an issue. The more complex the case, the more likely it is that the parties are involved in expansive discovery practice and pre-hearing motions. FINRA arbitration in particular has evolved into a complex legal process. Most FINRA arbitrators are lawyers, and most arbitration hearings most closely resemble a trial you see in court – opening statements, examinations, cross-examination of witnesses, evidentiary objections, and closing arguments.

Tellingly, in all the cases where we have represented investors, we have never encountered a non-lawyer representing a brokerage firm. In every case, an experienced securities arbitration attorney has defended the brokerage firm against our clients’ claims. You should demand the same level of skill, knowledge, and experience for yourself.

The Meyer Wilson Way

Results-Focused Representation
  • More than $350,000,000 Recovered
  • Voted Best Lawyers in America┬« for over Ten Years Running
  • David Meyer is President of Public Investors Advocate Bar Association (PIABA)
  • Over a Thousand Investor Claim Cases Since 1999
  • Exclusive Focus on Investor Claims & Class/Mass Action Lawsuits
  • Deep Bench of Skilled Attorneys and Staff Members


Meyer Wilson has represented over 1,000 individual investors in high-stakes claims across the country, and has recovered over $350 million on their behalves. See what former clients have to say about our team.

  • “I primarily worked with Courtney Werning throughout the process and she was informative and knowledgeable. I trusted and fully recommend Courtney and her team.”

    - S.R.
  • “The communication throughout the process was on par - and they took the time to indulge me with the various questions and opinions.”

    - R.G.
  • “What I truly appreciated was getting a great result for my Mom with limited involvement/stress on her.”

    - S.W.
  • “We went to arbitration with the other respondent and I got to see firsthand the level of professionalism and expertise the Meyer Wilson firm can deliver.”

    - D.V.
  • “Chad would take the time to call and talk with me. His explanations were always clear and concise. I also appreciate all the effort put into the details and statistics required to argue this case.”

    - P.N.
  • “Meyer Wilson was able to produce the results that we felt were obvious and warranted while several other firms and even state offices simply had trouble understanding let alone moving the case forward.”

    - B.K.
  • “My overall experience was positive and I would encourage anyone who even thinks they have been a victim of stockbroker misconduct to call David.”

    - S.T.
  • “Meyer Wilson represented me in a suit brought last year against my brokerage firm, securing a very fair and equitable settlement for me.”

    - R.G., M.D.
  • “Right from the start, you had the passion and desire to win this case for us. I have never worked with an attorney or firm as compassionate as yours. I would highly recommend your firm to anyone.”

    - G.A.

Talk to Our Team

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