Search close icon

Did You Lose Money Because of William Isaacson?

Filed: February 9, 2024

William Isaacson currently has one (1) pending customer complaint. Overall, he has been the subject of two (2) customer complaints. 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 William David Isaacson.

Who Is William David Isaacson?

  • Advisor Name: William David Isaacson
  • Aliases: William Isaacson
  • CRD: 2418034
  • Location: Boynton Beach, Florida
  • Current Employer: Currently Not Registered
  • Previous Firms: Peak Brokerage Services, LLC, Independent Financial Group, LLC, and Newbridge Securities Corporation
  • Number of Known Customer Complaints: 2
  • Can William Isaacson Be Sued: Yes, in Private Arbitration
  • Can William Isaacson’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $110,000
  • Highest Settlement: $10,000

If you have suffered investment losses by William Isaacson, 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 William Isaacson For Broker Misconduct

As of this publication date, William Isaacson has been the subject of 2 customer disputes. Let’s review them below.

In September 2023, a FINRA arbitration was filed against or in reference to William Isaacson by a customer of Independent Financial Group, LLC alleging that investments were not suitable. Per the customer, he/she lost over $110,000 because of Mr. Isaacson’s actions. As of this publication date, this claim remains pending.

In May 2020, a FINRA arbitration was filed against or in reference to William Isaacson by a customer of Independent Financial Group, LLC alleging that investments were not suitable. Per the customer, he/she lost over $80,000 because of Mr. Isaacson’s actions. On December 3, 2021, Mr. Isaacson settled the claim for $10,000, and some or all of this amount may have been paid by Mr. Isaacson’s employer and/or insurance carrier.

How To File A Claim Against William Isaacson (previously with Peak Brokerage Services, LLC, Independent Financial Group, LLC, and Newbridge Securities Corporation) To Get Your Money Back

If you have questions about William Isaacson, Peak Brokerage Services, LLC, Independent Financial Group, LLC, Newbridge Securities 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.

Author Photo

Chetan Patil

Chetan Patil is the founder and Managing Partner of the Patil Law. He brings over 15 years of extensive experience in diverse complex disputes and transactions, across the country. Mr. Patil specializes in litigations, trials, arbitrations, and appeals of complex securities, FINRA, financial and business disputes, with an emphasis in securities, financial services, and financial regulatory law.
Navigation

    Related Posts

    Advisor Alert: Our Attorneys Are Investigating William David Isaacson For Investment Fraud

    Continue Reading

    Advisor Alert: Our Attorneys Are Investigating Hector Jesus Hernandez For Investment Fraud

    Continue Reading

    Advisor Alert: Our Attorneys Are Investigating Alan Howard Fryman For Investment Fraud

    Continue Reading