Advisor Alert: Our Attorneys Are Investigating Todd Clark Kalish For Investment Fraud
Did You Lose Money Because of Todd Kalish?
Filed: February 27, 2024
Todd Kalish has been the subject of one (1) customer complaint and one (1) regulatory 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 Todd Clark Kalish.
Who Is Todd Clark Kalish?
- Advisor Name: Todd Clark Kalish
- Aliases: Todd Kalish
- CRD: 2865875
- Location: Cleveland, Ohio
- Current Employer: Currently Not Registered
- Previous Firms: McDonald Partners LLC, Morgan Stanley, and Morgan Stanley & Co. Incorporated
- Number of Known Customer Complaints: 1
- Number of Known Regulatory Events: 1
- Can Todd Kalish Be Sued: Yes, in Private Arbitration
- Can Todd Kalish’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $75,000
- Highest Settlement: $35,000
If you have suffered investment losses by Todd Kalish, 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 Todd Kalish For Broker Misconduct
As of this publication date, Todd Kalish has been the subject of 1 customer dispute and 1 regulatory event. Let’s review them below.
In March 2023, a FINRA arbitration was filed against or in reference to Todd Kalish by a customer of McDonald Partners LLC alleging among other things, misrepresentation and omission of material information by the RR and unsuitable investment recommendation by Mr. Kalish. Per the customer, he/she lost over $75,000 because of Mr. Kalish’s actions. On May 23, 2023, Mr. Kalish settled the claim for $35,000, and some or all of this amount may have been paid by Mr. Kalish’s employer and/or insurance carrier.
In June 2022, FINRA initiated a regulatory action against or in reference to Todd Kalish for failing to comply with an arbitration award or settlement agreement or to satisfactorily respond to a FINRA request to provide information concerning the status of compliance.
How To File A Claim Against Todd Kalish (previously with McDonald Partners LLC, Morgan Stanley, and Morgan Stanley & Co. Incorporated) To Get Your Money Back
If you have questions about Todd Kalish, McDonald Partners LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated, 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.