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Did You Lose Money Because of Anil Gulati?

Filed: January 30, 2024

Did Anil Gulati of Osaic Wealth, Inc. (previously with Woodbury Financial Services, Inc. and AXA Advisors, LLC) Cause You to Lose Money?

Anil Gulati currently has one (1) pending customer complaint. Overall, Gulati 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 Anil Gulati.

Who Is Anil Gulati of Osaic Wealth, Inc.?

  • Advisor Name: Anil Gulati
  • Aliases: Anil Gulati
  • CRD: 1137733
  • Location: Santa Clara, California
  • Current Employer: Osaic Wealth, Inc.
  • Previous Firms: Woodbury Financial Services, Inc. and AXA Advisors, LLC
  • Number of Known Customer Complaints: 1
  • Can Anil Gulati Be Sued: Yes, in Private Arbitration
  • Can Anil Gulati’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $200,000
  • Highest Settlement: Unknown

If you have suffered investment losses by Anil Gulati, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a stock market losses 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 Anil Gulati For Broker Misconduct

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

In November 2023, a complaint was filed against or in reference to Anil Gulati by a customer of Woodbury Financial Services, Inc. alleging misrepresentation and unsuitable recommendations with regard to the sale of an alternative investment. Per the customer, he/she lost over $200,000 because of Gulati’s actions. As of this publication date, this claim remains pending.

How To File A Claim Against Anil Gulati of Osaic Wealth, Inc. (previously with Woodbury Financial Services, Inc. and AXA Advisors, LLC) To Get Your Money Back

If you have questions about Anil Gulati, Osaic Wealth, Inc., Woodbury Financial Services, Inc., AXA 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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