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