Advisor Alert: Our Attorneys Are Investigating Marty Valade For Investment Fraud

Did You Lose Money Because of Marty Valade?

Filed: February 15, 2024

Marty Valade (also known as Martin Valade) 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 Marty Valade.

Who Is Marty Valade of Osaic Wealth, Inc.?

  • Advisor Name: Marty Valade
  • Aliases: Martin Valade
  • CRD: 1532673
  • Location: Cypress, California
  • Current Employer: Osaic Wealth, Inc.
  • Previous Firms: Woodbury Financial Services, Inc. and Dean Witter Reynolds Inc.
  • Number of Known Customer Complaints: 1
  • Can Marty Valade Be Sued: Yes, in Private Arbitration
  • Can Marty Valade’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $300,000
  • Highest Settlement: Unknown

If you have suffered investment losses by Marty Valade, 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 Marty Valade For Broker Misconduct

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

In September 2023, a complaint was filed against or in reference to Marty Valade by a customer of Woodbury Financial Services, Inc. alleging that Mr. Valade excessively traded accounts and charged excessive fees. Per the customer, he/she lost over $300,000 because of Mr. Valade’s actions.

How To File A Claim Against Marty Valade of Osaic Wealth, Inc. (previously with Woodbury Financial Services, Inc. and Dean Witter Reynolds Inc.) To Get Your Money Back

If you have questions about Marty Valade, Osaic Wealth, Inc., Woodbury Financial Services, Inc., Dean Witter Reynolds 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.