Advisor Alert: Our Attorneys Are Investigating Kirk James Crossen For Investment Fraud

Did You Lose Money Because of Kirk Crossen?

Filed: February 9, 2024

Kirk Crossen currently has one (1) pending customer complaint. Overall, he has been the subject of one (1) customer complaint and one (1) termination event. 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 Kirk James Crossen.

Who Is Kirk James Crossen?

  • Advisor Name: Kirk James Crossen
  • Aliases: Kirk Crossen
  • CRD: 2742256
  • Location: Carmel, Indiana
  • Current Employer: Currently Not Registered
  • Previous Firms: Raymond James & Associates, Inc., Morgan Stanley, and Wells Fargo Advisors, LLC
  • Number of Known Customer Complaints: 1
  • Number of Known Termination Events: 1
  • Can Kirk Crossen Be Sued: Yes, in Private Arbitration
  • Can Kirk Crossen’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $6,000,000
  • Highest Settlement: Unknown

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

As of this publication date, Kirk Crossen has been the subject of 1 customer dispute and 1 termination event. Let’s review them below.

In October 2023, Raymond James & Associates, Inc. terminated Kirk Crossen for lacking candor during an inquiry into a loan from the individuals’ former client at the prior firm.

In October 2023, a FINRA arbitration was filed against or in reference to Kirk Crossen by a customer of Morgan Stanley Smith Barney alleging that the investments strategy executed in the client’s account was unsuitable in 2022-2023. Per the customer, he/she lost over $6,000,000 because of Mr. Crossen’s actions. As of this publication date, this claim remains pending.

How To File A Claim Against Kirk Crossen (previously with Raymond James & Associates, Inc., Morgan Stanley, and Wells Fargo Advisors, LLC) To Get Your Money Back

If you have questions about Kirk Crossen, Raymond James & Associates, Inc., Morgan Stanley, 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.