Advisor Alert: Our Attorneys Are Investigating Steven Joseph Gessner For Investment Fraud

Did You Lose Money Because of Steven Gessner?

Filed: October 26, 2023

Steven Gessner currently has one (1) customer complaint. Over all, he 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 Steven Joseph Gessner.

Who Is Steven Joseph Gessner?

  • Advisor Name: Steven Joseph Gessner
  • Aliases: Steven J. Gessner
  • CRD: 2650114
  • Location: Baltimore, Maryland
  • Current Employer: Currently Not Registered
  • Previous Firms: United Planners’ Financial Services Of America A Limited Partner, Cambridge Investment Research, Inc., and Woodbury Financial Services, Inc.
  • Number of Known Customer Complaints: 1
  • Can Steven Gessner Be Sued: Yes, in Private Arbitration
  • Can Steven Gessner’s Employers Be Sued For Failing to Supervise His Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: Unknown
  • Highest Settlement: Unknown

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

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

In June 2023, a complaint was filed against or in reference to Steven Gessner by a customer of Cambridge Investment Research, Inc. alleging that products were too risky and unsuitable. As of this publication date, this claim remains pending.

How To File A Claim Against Steven Gessner (previously with United Planners’ Financial Services Of America A Limited Partner, Cambridge Investment Research, Inc., and Woodbury Financial Services, Inc.) To Get Your Money Back.

If you have questions about Steven Gessner, United Planners’ Financial Services Of America A Limited Partner, Cambridge Investment Research, Inc., Woodbury Financial Services, 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. Our team has recovered approximately $25 million dollars on behalf of investors who lost money due to bad advice by their broker or brokerage firm. We’d love to help you out too.