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Did You Lose Money Because of Brett Weichbrod?

Filed: October 26, 2023

Brett Weichbrod 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 Brett Edward Weichbrod.

Who Is Brett Edward Weichbrod?

  • Advisor Name: Brett Edward Weichbrod
  • Aliases: Brett Weichbrod
  • CRD: 4595377
  • Location: Santa Barbara, California
  • Current Employer: Currently Not Registered
  • Previous Firms: Sagepoint Financial, Inc., Pimco Investments LLC, and Allianz Global Investors Distributors LLC
  • Number of Known Customer Complaints: 1
  • Can Brett Weichbrod Be Sued: Yes, in Private Arbitration
  • Can Brett Weichbrod’s Employers Be Sued For Failing to Supervise His Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $250,000
  • Highest Settlement: $150,000

If you have suffered investment losses by Brett Weichbrod, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining an investment fraud 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 Brett Weichbrod For Broker Misconduct

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

In July 2020, a FINRA arbitration was filed against or in reference to Brett Weichbrod by a customer of Sagepoint Financial, Inc. alleging that private securities purchased in 2016 and 2017 were unsuitable. Per the customer, he/she lost over $250,000 because of Mr. Weichbrod’s actions. On September 29, 2021, Mr. Weichbrod settled the claim for $150,000, and some or all of this amount may have been paid by Mr. Weichbrod’s employer and/or insurance carrier.

How To File A Claim Against Brett Weichbrod (previously with Sagepoint Financial, Inc., Pimco Investments LLC, and Allianz Global Investors Distributors LLC) To Get Your Money Back.

If you have questions about Brett Weichbrod, Sagepoint Financial, Inc., Pimco Investments LLC, Allianz Global Investors Distributors 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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