Advisor Alert: Our Attorneys Are Investigating Todd Morris Mezrah For Investment Fraud

Did You Lose Money Because of Todd Mezrah?

Filed: February 9, 2024

Todd Mezrah has been the subject of one (1) regulatory event and one (1) termination 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 Morris Mezrah.

Who Is Todd Morris Mezrah of Lion Street Financial, LLC and Lion Street Advisors, LLC?

  • Advisor Name: Todd Morris Mezrah
  • Aliases: Todd Mezrah
  • CRD: 2313891
  • Location: Tampa, Florida
  • Current Employer: Lion Street Financial, LLC and Lion Street Advisors, LLC
  • Previous Firms: M Holdings Securities, Inc. and Mutual Service Corporation
  • Number of Known Regulatory Events: 1
  • Number of Known Termination Events: 1
  • Can Todd Mezrah Be Sued: Yes, in Private Arbitration
  • Can Todd Mezrah’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: Unknown
  • Highest Settlement: Unknown

If you have suffered investment losses by Todd Mezrah, 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 Mezrah For Broker Misconduct

As of this publication date, Todd Mezrah has been the subject of 1 regulatory event and 1 termination event. Let’s review them below.

In October 2023, FINRA initiated a regulatory action against or in reference to Todd Mezrah for allegedly sending email communications to retail investors that violated the content standards of FINRA Rule 2210 because they were not fair and balanced, contained promissory, unwarranted, and misleading statements or claims, and included prohibited projections of performance.

In April 2020, M Holdings Securities, Inc. terminated Todd Mezrah for not following the firm’s policies and procedures concerning outside business activities and private securities investments.

How To File A Claim Against Todd Mezrah of Lion Street Financial, LLC and Lion Street Advisors, LLC (previously with M Holdings Securities, Inc. and Mutual Service Corporation) To Get Your Money Back

If you have questions about Todd Mezrah, Lion Street Financial, LLC and Lion Street Advisors, LLC, M Holdings Securities, Inc., Mutual Service Corporation, 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.