Advisor Alert: Our Attorneys Are Investigating Robert Anthony Patti For Investment Fraud
Did You Lose Money Because of Robert Patti?
Filed: November 29, 2023
Robert Patti 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 Anthony Patti.
Who Is Robert Anthony Patti of LPL Financial LLC and Stratos Wealth Partners, LTD?
- Advisor Name: Robert Anthony Patti
- Aliases: Robert Patti
- CRD: 2918597
- Location: Atlanta, Georgia
- Current Employer: LPL Financial LLC and Stratos Wealth Partners, LTD
- Previous Firms: Zacks Investment Management, Inc.
- Number of Known Customer Complaints: 1
- Can Robert Patti Be Sued: Yes, in Private Arbitration
- Can Robert Patti’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $250,000
- Highest Settlement: $14,999
If you have suffered investment losses by Robert Patti, 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 Patti For Broker Misconduct
As of this publication date, Robert Patti has been the subject of 1 customer dispute. Let’s review it below.
In November 2020, a FINRA arbitration was filed against or in reference to Robert Patti by a customer of LPL Financial LLC alleging that Mr. Patti recommended that the client invest in REITs, a business development company, and certain ETFs which were unsuitable for the customer’s investment portfolio. Per the customer, he/she lost over $250,000 because of Mr. Patti’s actions. On January 27, 2022, Mr. Patti settled the claim for $14,999, and some or all of this amount may have been paid by Mr. Patti’s employer and/or insurance carrier.
How To File A Claim Against Robert Patti of LPL Financial LLC and Stratos Wealth Partners, LTD (previously with Zacks Investment Management, Inc.) To Get Your Money Back.
If you have questions about Robert Patti, LPL Financial LLC, Stratos Wealth Partners, LTD, Zacks Investment Management, 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.