Financial Advisor Negligence

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

Pennsylvania Financial Advisor Negligence

A financial advisor’s negligence could cost you and your family thousands of dollars. An advisor acting outside of his or her legal duties to you as a client could be detrimental to your future financial stability. You have the right to trust a financial advisor without that person betraying your trust. If you or someone you love has experienced significant financial losses due to advisor negligence, the Pennsylvania investment fraud attorneys at Meyer Wilson can help. Contact us for a free legal consultation about your case.

What Makes Meyer Wilson Unique?

  • We understand the importance of communication. We aim to respond to all correspondence within 12 hours.
  • We have 20-plus years of practice area experience. Our attorneys dedicate their time, day and night, to helping victims of investment fraud.
  • We have a 99% case success rate. Our past results for clients show over $350 million won in settlements and verdict awards.
  • We have a history of taking cases to court in Pennsylvania. We do not shy away from civil trials against powerful financial corporations if that is what it takes.
  • We do not bill attorney’s fees until we win. You will pay $0 upfront for our financial advisor negligence attorneys and will only have to pay our fees if we win your case.

Defining Financial Advisor Negligence

A financial advisor has been negligent if he or she has failed to meet the expected standards of care in securities law while handling a client’s account, resulting in harm to the client. Receiving compensation for a financial advisor’s negligence, however, requires proving certain elements during insurance settlement negotiations and/or a civil trial in Pennsylvania.

  1. Duty to exercise reasonable care. A financial advisor will owe this duty only if he or she has a professional relationship with the client. The specific duties will depend on whether the advisor is a fiduciary.
  2. Breach of duty. A financial advisor is negligent if he or she has breached any duty of care owed to the client while recommending investments or managing an account. The breach could be accidental or on purpose.
  3. Damages suffered and causation. An advisor could be civilly liable for negligence if he or she caused the client economic injury, such as money lost on an unsuitable investment recommendation.

You or your attorney will need to prove these elements to have a successful negligence claim against a financial advisor in Pennsylvania. Proof of negligence could come in the form of investment documents, correspondence from the advisor or expert witness testimony. Meyer Wilson has strong relationships with expert witnesses in investment law who may be able to help you win your claim.

How Hiring a Lawyer Could Help Your Pennsylvania Financial Advisor Negligence Case

The burden to prove the elements of a negligence claim rests with the plaintiff’s side of the case in Pennsylvania. If you do not have a legal background, fulfilling this burden and winning your case could be difficult. Hiring an attorney, however, can make it easier to defend your side of the case and obtain fair and full compensation for your losses. An attorney from Meyer Wilson will have years of experience in this practice area to put toward winning your case. After you hire a lawyer, you can relax and focus on other things while your lawyer takes care of every aspect of your negligence lawsuit.

Contact a Pennsylvania Financial Advisor Negligence Attorney

Contacting an attorney in Pennsylvania for assistance with your negligence claim could improve your chances of obtaining the settlement or verdict you need to move forward with peace of mind and financial stability after financial advisor wrongdoing. Our attorneys have represented the interests of over 800 investors around the country. We work tirelessly on behalf of each client to maximize payouts for negligent, fraudulent or criminal financial advisors and brokerage firms. Discover what your case could be worth today during a free consultation.

Request a meeting online or call Meyer Wilson at (800) 738-1960.

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

Get Started with a Free Evaluation
  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please enter the name of the investment firm.
  • Please enter your preferred contact method.
  • Please enter how much you lost.
  • Please make a selection.
  • Please enter a message.