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Did You Lose Money Because of Joachim Terzi?

Filed: March 11, 2024

Joachim Terzi (also known as Jack Terzi, Jd Terzi, J.D. Terzi, Joachim Daniel Terzi) currently has one (1) pending customer complaint. Overall, he has been the subject of one (1) customer complaint. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.

Let’s begin our Patil Law Advisor Alert with a summary report on Joachim Terzi.

Who Is Joachim Terzi of Merrill Lynch, Pierce, Fenner & Smith Incorporated?

  • Advisor Name: Joachim Terzi
  • Aliases: Jack Terzi, Jd Terzi, J.D. Terzi, Joachim Daniel Terzi
  • CRD: 7008502
  • Location: Garden City, New York
  • Current Employer: Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Previous Firms: Aegis Capital Corp.
  • Number of Known Customer Complaints: 1
  • Can Joachim Terzi Be Sued: Yes, in Private Arbitration
  • Can Joachim Terzi’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $203,007
  • Highest Settlement: Unknown

If you have suffered investment losses by Joachim Terzi, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a breach of fiduciary duty lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.

Customer Complaints Filed Against Joachim Terzi For Broker Misconduct

As of this publication date, Joachim Terzi has been the subject of 1 customer dispute. Let’s review it below.

In December 2022, a FINRA arbitration was filed against or in reference to Joachim Terzi by a customer of Aegis Capital Corp. alleging suitability, churning, breach of fiduciary duty, breach of contract, unauthorized trading, negligence, misrepresentation, and omission of material facts. Per the customer, he/she lost over $203,007 because of Mr. Terzi’s actions. As of this publication date, this claim remains pending.

How To File A Claim Against Joachim Terzi of Merrill Lynch, Pierce, Fenner & Smith Incorporated (previously with Aegis Capital Corp.) To Get Your Money Back

If you have questions about Joachim Terzi, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Aegis Capital Corp., or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll-free at 1-800-950-6553.

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Chetan Patil

Chetan Patil is the founder and Managing Partner of the Patil Law. He brings over 15 years of extensive experience in diverse complex disputes and transactions, across the country. Mr. Patil specializes in litigations, trials, arbitrations, and appeals of complex securities, FINRA, financial and business disputes, with an emphasis in securities, financial services, and financial regulatory law.
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