Advisor Alert: Our Attorneys Are Investigating Robert Charles Meyer For Investment Fraud
Did You Lose Money Because of Robert Meyer?
Filed: February 9, 2024
Robert Meyer 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 Robert Charles Meyer.
Who Is Robert Charles Meyer of Berthel, Fisher & Company Financial Services, Inc. and BFC Planning, Inc.?
- Advisor Name: Robert Charles Meyer
- Aliases: Robert Meyer
- CRD: 5262157
- Location: Lakewood Ranch, Florida
- Current Employer: Berthel, Fisher & Company Financial Services, Inc. and BFC Planning, Inc.
- Previous Firms: Welton Street Investments LLC and Omni Brokerage, Inc.
- Number of Known Customer Complaints: 1
- Can Robert Meyer Be Sued: Yes, in Private Arbitration
- Can Robert Meyer’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $99,999
- Highest Settlement: $10,000
If you have suffered investment losses by Robert Meyer, 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 Robert Meyer For Broker Misconduct
As of this publication date, Robert Meyer has been the subject of 1 customer dispute. Let’s review it below.
In August 2022, a FINRA arbitration was filed against or in reference to Robert Meyer by a customer of Berthel, Fisher & Company Financial Services, Inc. alleging that Mr. Meyer did not act in a timely manner in liquidating the client’s shares of HTI after they transferred to Computershare; which, he states, caused additional losses in the investment. Additionally, the client alleged the representative has not been transparent and that he has not received statements reflecting his purchases through the representative. In August 10, 2022, the client filed an arbitration, in which the client alleges the representative made unsuitable recommendations and misrepresented the investments purchased. The client has also alleged the firm failed to conduct adequate due diligence and failed to supervise the activities of the representative. Per the customer, he lost over $99,999 because of Mr. Meyer’s actions. On March 17, 2023, Mr. Meyer settled the claim for $10,000, and some or all of this amount may have been paid by Mr. Meyer’s employer and/or insurance carrier.
How To File A Claim Against Robert Meyer of Berthel, Fisher & Company Financial Services, Inc. and BFC Planning, Inc. (previously with Welton Street Investments LLC and Omni Brokerage, Inc.) To Get Your Money Back
If you have questions about Robert Meyer, Berthel, Fisher & Company Financial Services, Inc., BFC Planning, Inc., Welton Street Investments LLC, Omni Brokerage, 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.