Advisor Alert: Our Attorneys Are Investigating Bryan Gerald Musso For Investment Fraud

Did You Lose Money Because of Bryan Musso?

Filed: February 9, 2024

Bryan Musso has been the subject of eight (8) customer complaints. 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 Bryan Gerald Musso.

Who Is Bryan Gerald Musso?

  • Advisor Name: Bryan Gerald Musso
  • Aliases: Bryan Musso
  • CRD: 2304057
  • Location: New Orleans, Louisiana
  • Current Employer: Currently Not Registered
  • Previous Firms: Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
  • Number of Known Customer Complaints: 8
  • Can Bryan Musso Be Sued: Yes, in Private Arbitration
  • Can Bryan Musso’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $1,100,000
  • Highest Settlement: $445,220

If you have suffered investment losses by Bryan Musso, 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 Bryan Musso For Broker Misconduct

As of this publication date, Bryan Musso has been the subject of 8 customer disputes. Let’s review them below.

In June 2023, a complaint was filed against or in reference to Bryan Musso by a customer of Advisor Resource Council alleging breach of fiduciary duty and inappropriate investments. Per the customer, he/she lost over $187,826 because of Mr. Musso’s actions. On December 4, 2023, Mr. Musso settled the claim for $50,000.

In June 2018, a FINRA arbitration was filed against or in reference to Bryan Musso by a customer of Morgan Stanley alleging that the client’s account was mismanaged through unsuitable investments in annuities and alternative investments purchased between 1999-2001. On July 15, 2019, Mr. Musso settled the claim for $50,000 and some or all of this amount may have been paid by Mr. Musso’s employer and/or insurance carrier.

In December 2017, a FINRA arbitration was filed against or in reference to Bryan Musso by multiple customers of Wells Fargo Clearing Services, LLC alleging that Mr. Musso bought unsuitable shares in oil and gas. On December 6, 2018, Mr. Musso settled the claim for $300,000 and some or all of this amount may have been paid by Mr. Musso’s employer and/or insurance carrier.

In May 2011, a FINRA arbitration was filed against or in reference to Bryan Musso by multiple customers of Morgan Stanley Smith Barney alleging that Mr. Musso made poor recommendations to the claimants regarding their retirement. The claimants also allege that Mr. Musso made unsuitable investments. On September 25, 2012, Mr. Musso settled the claim for $445,220 and some or all of this amount may have been paid by Mr. Musso’s employer and/or insurance carrier.

In October 2004, a complaint was filed against or in reference to Bryan Musso by a customer of Citigroup Global Markets Inc. alleging unsuitable recommendations and misrepresentation.

In August 2004, a complaint was filed against or in reference to Bryan Musso by a customer of Morgan Stanley DW Inc. alleging that Mr. Musso mismanaged the client’s account by failing to undertake affirmative steps to mitigate a decline in his account.

In November 2002, a complaint was filed against or in reference to Bryan Musso by a customer of Morgan Stanley DW Inc. alleging that Mr. Musso failed to invest the client’s account in accordance with his conservative objectives and failed to provide account information. Per the customer, he/she lost over $1,100,000 because of Mr. Musso’s actions.

In October 2000, a complaint was filed against or in reference to Bryan Musso by a customer of Morgan Stanley Dean Witter alleging non-disclosure of contingent deferred sales charges. Per the customer, he/she lost over $5,170 because of Mr. Musso’s actions.

How To File A Claim Against Bryan Musso (previously with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.) To Get Your Money Back

If you have questions about Bryan Musso, Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., 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.