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Did You Lose Money Because of Allan Weiss?

Filed: January 30, 2024

Allan Weiss 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 Allan E Weiss.

Who Is Allan E Weiss of Raymond James & Associates, Inc.?

  • Advisor Name: Allan E Weiss
  • Aliases: Allan Weiss
  • CRD: 5520555
  • Location: Boca Raton, Florida
  • Current Employer: Raymond James & Associates, Inc.
  • Previous Firms: Morgan Keegan & Company, Inc. and Wells Fargo Advisors, LLC
  • Number of Known Customer Complaints: 1
  • Can Allan Weiss Be Sued: Yes, in Private Arbitration
  • Can Allan Weiss’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $116,500
  • Highest Settlement: Unknown

If you have suffered investment losses by Allan Weiss, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a portfolio mismanagement 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 Allan Weiss For Broker Misconduct

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

In December 2020, a FINRA arbitration was filed against or in reference to Allan Weiss by a customer of Raymond James & Associates, Inc. alleging failure to provide appropriate oversight and mismanagement of account resulting in losses. Per the customer, he/she lost over $116,500 because of Mr. Weiss’s actions.

How To File A Claim Against Allan Weiss of Raymond James & Associates, Inc.  (previously with Morgan Keegan & Company, Inc. and Wells Fargo Advisors, LLC) To Get Your Money Back

If you have questions about Allan Weiss, Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Wells Fargo Advisors, LLC, 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.

Author Photo

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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