Advisor Alert: Our Attorneys Are Investigating William A Schellenberg For Investment Fraud
Did You Lose Money Because of Bill Schellenberg?
Filed: February 15, 2024
William Schellenberg (also known as Bill Schellenberg) has been the subject of three (3) 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 A Schellenberg.
Who Is William A Schellenberg of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC?
- Advisor Name: William A Schellenberg
- Aliases: Bill Schellenberg, William Alan Schellenberg
- CRD: 2376086
- Location: Aliso Viejo, California
- Current Employer: Sanctuary Securities, Inc. and Sanctuary Advisors, LLC
- Previous Firms: Merrill Lynch, Pierce, Fenner & Smith Incorporated and Coastline Financial, Inc.
- Number of Known Customer Complaints: 3
- Can William Schellenberg Be Sued: Yes, in Private Arbitration
- Can William Schellenberg’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 William Schellenberg, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a stock market losses 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 Bill Schellenberg For Broker Misconduct
As of this publication date, William Schellenberg has been the subject of 3 customer disputes. Let’s review them below.
In August 2023, a complaint was filed against or in reference to William Schellenberg by a customer of Merrill Lynch, Pierce, Fenner & Smith Incorporated alleging unsuitable investment recommendations from December 2018 through September 2022.
In June 2002, a complaint was filed against or in reference to William Schellenberg by a customer of Merrill Lynch, Pierce, Fenner & Smith Incorporated alleging that the client was not aware that she had to pay transfer fees or mutual fund upfront sales charges.
In February 2002, a complaint was filed against or in reference to William Schellenberg by a customer of Merrill Lynch, Pierce, Fenner & Smith Incorporated alleging that the client has sustained losses in her accounts as a result of inappropriate recommendations.
How To File A Claim Against Bill Schellenberg of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC (previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Coastline Financial, Inc.) To Get Your Money Back
If you have questions about William Schellenberg, Sanctuary Securities, Inc., Sanctuary Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Coastline Financial, 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.