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Text Content

 * Practice Areas
   * Investment Fraud
   * Broker Misconduct
   * Financial Advisor Negligence
   * Investment Loss Recovery
   * Ponzi Scheme Lawyer
   * Breach of Fiduciary Duty
   * FINRA Arbitration Lawyer
   * Churning
   * Unauthorized Trading
   * Securities Litigation
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 * About Our Firm
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Call Now For a Free Consultation: 866-761-1981 Nationwide Representation
866-761-1981 Nationwide Representation
Call Now For a Free Case Consultation
#1 Amazon Best Seller | Free Book Offer BEST LAWYERS
IN AMERICA®


AMERICA’S INVESTMENT FRAUD LAWYERS

We Recover Losses Caused by Investment Misconduct Start Your Free Evaluation


OUR RESULTS

$262 MILLION

Jury Verdict Won Against Prudential Securities

$30 MILLION

Recovered for 100-Year Old Widow

$10 MILLION

Recovered in Retirement Loss Case

$6.5 MILLION

Recovered for a Large Group of Individual Investors

More Case Results


CLIENT EXPERIENCES WITH OUR FIRM

Client"You've got to do something about this!" Meyer Wilson
A Testimonial from Attorney Michael Bonasera. Why I Refer Investment Misconduct
Cases to Meyer Wilson
ClientInvestment Fraud Attorneys: The Protection You Never Knew You'd Need

More Client Experiences


WHY CHOOSE OUR SECURITIES FRAUD LAWYERS


 * OVER $350 MILLION RECOVERED
   
   We have recovered over $350 million for our clients nationwide.


 * WE ARE THE FIRM OTHER SECURITIES FRAUD LAWYERS CALL FOR SUPPORT
   
   Our lawyers are nationwide leaders in investment fraud cases, selected to
   serve as presidents and trustees of leading attorney bar associations.


 * WE WROTE THE BOOK ON INVESTMENT FRAUD
   
   The Firm’s Founder, David Meyer, wrote THE book on investment fraud, the #1
   Amazon Best Seller, The Investor Protector: Stories of Triumph Over Financial
   Advisors Who Lie, Cheat, and Steal.


 * WE ARE THE FIRM OTHER SECURITIES FRAUD LAWYERS CALL FOR SUPPORT
   
   When lawyers need an investment fraud lawyer, they call us.

Meyer Wilson | Investor Claims, Class and Mass Actions
Investment Fraud Attorney David P. Meyer Announced as President of PIABA
(2020-21)
Recovering Investor Losses: The Attorneys That Attorneys Call | Meyer Wilson
Attorney Rex Elliott on why he sends Investment Misconduct Cases to Meyer Wilson
| Attorney Referral

Visit Our Video Center


EXPERIENCED REPRESENTATION
BY AN INVESTMENT FRAUD ATTORNEY

We Are Available To Take Your Call 866-761-1981


FOCUSED ON RESULTS

A large part of what makes Meyer Wilson unique is our large team of lawyers and
support staff who focus exclusively on investor claims and mass/class action
lawsuits. Our team has over 75 years of experience protecting investor rights.

We do not spread our resources thin over many different legal practice areas,
nor do we take on a large caseload. Investment and securities arbitration, and
litigation require a deep understanding of the securities industry and
tremendous attention to detail.

Our investment fraud attorneys pour their time and extensive resources into each
case we handle for investors who have been harmed by fraud, misrepresentation,
breach of fiduciary duty, unauthorized trading, and related investment
misconduct.

All of our cases are handled on a contingency fee, meaning you pay no fees or
expenses unless we recover money for you. Do you want an experienced investment
fraud lawyer to fight to recover your losses?

Our investment misconduct lawyers are nationally recognized for representing
investors across the country to recover losses caused by the misconduct of
stockbrokers, brokerage firms, financial advisors, and investment advisers.


INVESTMENT FRAUD AREAS OF REPRESENTATION


INVESTMENT LOSS RECOVERY

Discover how a team of investment loss recovery lawyers can help you collect
compensation. Making sound investments is a critical part of ensuring...


INVESTMENT LOSS ARBITRATION AND LITIGATION

When you have an investment fraud or misconduct claim, you will likely be facing
mandatory arbitration before the Financial Industry Regulatory...


FINANCIAL ADVISOR MISREPRESENTATION AND OMISSIONS

A lawyer can help you obtain justice and compensation if you’ve suffered losses
due to financial advisor misconduct. Entrusting your savings...


FINANCIAL ADVISOR NEGLIGENCE

Negligence is any conduct that falls below the set standard of care that a
reasonable, prudent person would have utilized in the same...


UNSUITABLE INVESTMENT RECOMMENDATIONS

Your broker has the obligation to obtain enough information about you and your
situation —such as your income, assets, investment...


OVERCONCENTRATION

Diversification is a key component to a balanced, profitable investment
portfolio. The market is constantly in flux. If a broker invests all or a
large...

More Areas of Representation


MEET OUR
INVESTOR ADVOCATE LEGAL TEAM

"Our family cannot thank you enough for the outstanding work you and your firm
did to win our case."

G.A. More Client Reviews
David P. Meyer, Esq. Managing Principal
Matthew R. Wilson, Esq. Principal
Courtney M. Werning, Esq. Principal
Richard Clark, Esq. Attorney
Layne Hilton, Esq. Attorney
Jared Connors, Esq. Associate Attorney
John Camillus, Esq. Of Counsel
Danielle Aldach Administrative Case Specialist
Elizabeth Robertson Paralegal
Patrick McEuen Director of Operations
Aaron Porterfield Paralegal

Team Page


AWARDS

 * Recognized by Best Lawyers - 2024
 * Best Lawyers: Lawyer of the Year 2024
 * Best Law Firms - 2024
 * Best Lawyers: Lawyer of the Year 2023
 * Best Lawyers: Best Law Firms - U.S. News - 2023
 * AV Preeminent - Martindale-Hubbell Lawyer Ratings
 * Avvo Rating 10.0 - Top Attorney - Meyer Wilson
 * Super Lawyers
 * Million Dollar Advocates Forum
 * Recognized by Best Lawyers - 2023


 * RECOGNIZED BY BEST LAWYERS - 2024


 * BEST LAWYERS: LAWYER OF THE YEAR 2024


 * BEST LAW FIRMS - 2024
   
   Meyer Wilson is metro ranked in 1 practice areas. Best Law Firms rankings are
   based on a rigorous evaluation process.


 * BEST LAWYERS: LAWYER OF THE YEAR 2023
   
   Best Lawyers has honored David P. Meyer and Matthew R. Wilson as “Lawyer of
   the Year” in their respective practices, an elite recognition based
   exclusively on peer review.  The annual award is given to only one lawyer per
   practice area in each region.


 * BEST LAWYERS: BEST LAW FIRMS - U.S. NEWS - 2023
   
   U.S. News – Best Lawyers Ⓡ “Best Law Firms” is a highly respected annual
   publication honoring the nation’s top firms. Meyer Wilson has again been
   recognized with the highest possible rating as a Metropolitan Tier 1 Law Firm
   in two practice areas.


 * AV PREEMINENT - MARTINDALE-HUBBELL LAWYER RATINGS
   
   Martindale-Hubbell has been evaluating attorneys through a robust peer-review
   rating system for over 130 years. Attorney Meyer has received the AV
   Preeminent rating for 2022, which recognizes lawyers with the highest level
   of professional excellence.


 * AVVO RATING 10.0 - TOP ATTORNEY - MEYER WILSON
   
   David Meyer and Matthew Wilson have earned the highest AVVO rating of 10.0.
   This perfect rating is a reflection of the attorneys’ superior
   qualifications, extensive experience in their respective practice areas, and
   outstanding professional achievements.


 * SUPER LAWYERS
   
   Each year through a rigorous selection process, attorneys who have
   demonstrated professional achievement and attained a high level of peer
   recognition are honored by Super Lawyers. Attorneys David Meyer and
   MattWilson have received this distinction for several years.


 * MILLION DOLLAR ADVOCATES FORUM
   
   Membership in the prestigious Million Dollar Advocates Forum is limited to
   attorneys who have secured million-dollar verdicts and settlements for their
   clients. Less than 1% of lawyers in the U.S. are members. Selection is based
   on strict, objective criteria.


 * RECOGNIZED BY BEST LAWYERS - 2023


THE INVESTOR PROTECTOR

By David P. Meyer, Esq.
Why should I read The Investor Protector? | Meyer Wilson

#1 AMAZON BEST SELLER

Stories of Triumph Over Financial Advisors Who Lie, Cheat, and Steal.

Get Your Free Copy


INVESTMENT FRAUD LAWYER

MEYER WILSON REPRESENTS INVESTORS NATIONWIDE IN SECURITIES ARBITRATION AND
LITIGATION.



When choosing an attorney for your investment loss case, consider his or her
success. Many lawyers claim they know what they are doing, but do not have the
results, experience, resources or team to back it up. Meyer Wilson has recovered
over $350 million for its clients since 1999. Led by industry-renowned trial
attorneys, we’ve also been named among The Best Lawyers in America® by U.S. News
for many years.

   
 * 1 Investment Fraud / Security Fraud Lawyers Here to Help You
 * 2 What Is Investment Fraud?
 * 3 Investment Advisers: Breach of Fiduciary Duty
 * 4 Understanding the Role of an Investment Fraud Lawyer
 * 5 We Represent Investors Nationwide in Securities Arbitration and Litigation
 * 6 Understanding the Common Types of Securities Fraud
 * 7 How an Investment Fraud Lawyer Can Assist You
 * 8 Why You Need a Specialized Investment Fraud Lawyer
 * 9 The Cost of Hiring Investment Fraud Attorneys
 * 10 Consult Our Experienced Investment Fraud Lawyers




1 INVESTMENT FRAUD / SECURITY FRAUD LAWYERS HERE TO HELP YOU

Although investment losses may seem straightforward initially, they frequently
encompass a complex web of legal and regulatory intricacies. An investment fraud
lawyer from our law firm will review your legal options. If you have a good
claim, we will work to protect your financial well-being.

SOME COMMON INVESTMENT MISCONDUCT CLAIMS WE REPRESENT INCLUDE:

 * Breach of fiduciary duty
 * Unsuitability
 * Asset allocation
 * Failure to supervise
 * Negligence
 * Unauthorized trading

When choosing a securities fraud attorney for your case, consider their success.
Our legal team has helped thousands of clients since 1999 and recovered over
$350 million. Led by industry-renowned trial attorneys, we’ve also been named
among The Best Lawyers in America® by U.S. News. Call us today to protect your
financial security.


2 WHAT IS INVESTMENT FRAUD?

Investment fraud (or securities fraud) is a white-collar crime that refers to
deceptive practices employed by individuals or entities in the financial
industry that exploit investors’ trust for personal gain.

Specifically, for the typical client demographic of our firm, investment fraud
usually occurs when you entrust life savings to a financial advisor who you
believe will provide you with appropriate and suitable recommendations.

Unfortunately, our clients often approach us after experiencing substantial
portfolio losses. If you suspect that you may be the victim of investment fraud
or misconduct, contact our experienced securities lawyers to learn if you have a
valid case.


3 INVESTMENT ADVISERS: BREACH OF FIDUCIARY DUTY

Advisers play a crucial role in managing and advising on your investment
portfolios (which could include bonds, stocks, and mutual funds). As
fiduciaries, they are responsible for acting in your best interests,
prioritizing your financial well-being over their own.

Every investment adviser has certain fiduciary duties they must uphold for
clients, which include always acting in a client’s best interest, a duty of
care, and a duty of loyalty. When these are breached, you may hold the adviser
liable for the resulting losses.

Has your adviser used fraud, misconduct, or manipulation for personal benefit
without considering your best interests? This could constitute a breach of
fiduciary duty, and you may have a legal claim to recover your investment
losses.

Regulatory bodies and legal measures are in place to hold those advisers who
breach their fiduciary duty accountable. Our investment fraud lawyers will
protect your rights and represent your best interest.


4 UNDERSTANDING THE ROLE OF AN INVESTMENT FRAUD LAWYER

When facing the devastating effects of financial loss due to fraudulent
investment schemes, seeking legal assistance from a dedicated investment fraud
lawyer is crucial. An experienced investment fraud lawyer understands the
complexities of securities law and can help you navigate the legal landscape to
recover your lost investments. Whether you have been a victim of Ponzi schemes,
broker misconduct, or misrepresentation of investment products, a securities
fraud lawyer can provide the necessary guidance and representation.


5 WE REPRESENT INVESTORS NATIONWIDE IN SECURITIES ARBITRATION AND LITIGATION

Our law firm proudly represents investors nationwide in securities arbitration
and litigation cases. We understand the complexities and challenges faced by
investors who have suffered financial losses due to fraudulent practices in the
securities industry.

We see each case as unique and always develop a tailored legal strategy for each
client. We take the time to familiarize ourselves with your situation,
understand your goals, and then highlight the best path to pursue in your case.
However, the final decision will be yours.

Our dedicated team of experienced securities fraud attorneys is committed to
advocating for investors and helping them navigate the legal landscape. We stand
by our clients nationwide, ensuring their voices are heard.


FINRA ARBITRATION

When disputes arise between investors and brokerage firms or associated
individuals, the Financial Industry Regulatory Authority (FINRA) arbitration
provides a forum for resolving these conflicts. Unlike traditional court
litigation, it offers a streamlined and efficient alternative, aiming to provide
a fair and quick resolution.

The process often looks very much like a court case – filing a claim, conducting
discovery, and presenting evidence to a panel of arbitrators who then reach a
binding decision. FINRA arbitration can be an accessible avenue for individual
investors seeking redress for financial losses. Since the decision is final,
legal representation is crucial to protect your interests and increase the
chances of a favorable outcome.

If you are considering this alternative dispute resolution, we will help you
prepare. With FINRA arbitration, we aim to resolve disputes through a fair and
impartial process. We will seek fair compensation for your losses and hold the
responsible party accountable.


SECURITIES LITIGATION

In cases where arbitration is not the preferred or available option, we are
prepared to pursue litigation in court to protect your rights and seek justice.
We understand that each investment misconduct case is unique, and some
circumstances may necessitate taking the legal battle to the courtroom.

Our experienced investment fraud attorneys are well-versed in navigating the
complexities of litigation and are equipped to handle all aspects of the legal
process. From conducting discovery to representing clients in trials, we are
dedicated to protecting your rights and pursuing justice.


6 UNDERSTANDING THE COMMON TYPES OF SECURITIES FRAUD

Securities fraud typically involves bonds, stocks, and mutual funds. To
effectively combat misconduct, it is important to understand the common types of
fraudulent activities in the securities market.

As experienced lawyers, we have handled a wide range of investment fraud cases.
This allowed us to develop a versatile legal approach and the ability to adapt
our strategies to the unique circumstances of each case.


ASSET ALLOCATION AND FAILURE TO DIVERSIFY

Asset allocation refers to the strategic distribution of investments across
different asset classes. Diversification through stocks and other assets, a key
component of the distribution process, involves spreading investments within
each asset class to mitigate risk.

However, the failure to diversify, or overconcentration, is a common mistake
that can expose you to significant risks. When an investment portfolio lacks
diversification, it becomes overly reliant on a single asset or a few assets,
increasing vulnerability to market fluctuations.

You may have suffered unnecessary losses if your financial professional did not
properly diversify your assets.


CHURNING YOUR SECURITIES

This is a deceptive practice within the securities industry where brokers engage
in excessive trading in your account to generate steep commissions or fees. The
unethical behavior prioritizes the broker’s financial gain over the client’s
best interests.

Churning typically involves frequent buying and selling of securities, often
without a valid investment rationale, leading to high transaction costs. This
practice generates unnecessary expenses for investors and exposes them to
unnecessary risks.


FAILURE TO EXECUTE YOUR INVESTMENT INSTRUCTIONS

When an investor makes a request with their investment firm, the firm is
required to comply in a timely manner. Whether due to negligence, technical
errors, or intentional misconduct, a failure to execute can undermine investor
confidence and harm your financial interests. Failure or refusal to follow your
instructions can result in civil liability.


LACK OF AGENT SUPERVISION

Investment firms must provide diligent supervision over agents to detect and
prevent misconduct. If we show the firm failed to supervise their agent
properly, and you suffered losses, the investment firm can be liable.


MISREPRESENTATION OF FACTS REGARDING SECURITY OR INVESTMENT STRATEGY

A financial professional has a duty to be honest and act in good faith. This
includes providing all the features, costs, and risks of a particular security
or investment strategy.

You could file a securities fraud claim if a financial professional lies or
otherwise omits important information.

Many of the cases we handle involve misrepresentations or omissions of material
facts. Brokers and advisers must be clear, open, and honest when giving
investment advice or selling a security. It is considered misconduct and a
securities law violation for a broker to conceal the truth from you.


MARGIN TRADING

Trading on margin (borrowed money using your investments as collateral to the
loan) is a highly risky strategy unsuitable for most investors. If a financial
expert advised you to use a margin to trade, and you lost money, you could have
a claim against them.


NEGLIGENCE

Investment firms must act following the standards of care in the industry. When
a firm’s conduct falls short of that, it can be liable for negligence. A broker
negligence lawyer can help you build a strong case against the at-fault party.


PONZI SCHEMES

The hallmark characteristic of a pyramid scheme, or Ponzi scheme, is that
investors are paid “returns” with the money coming in from new investors rather
than from operations or profits. How can you know if you were the victim of a
fraudulent scheme? Our securities fraud lawyers can help uncover investment
scams that harm you.


PRIVATE PLACEMENTS

Investors who lost money in unregistered securities, such as private placements,
may have a claim against the entity that sold it. Private placements are highly
risky, illiquid, and lack transparency in value. They are inappropriate for the
vast majority of retail investors.


UNAUTHORIZED TRADING

Even if your broker has your best interests in mind, they must always ask your
permission before buying or selling (unless they have written discretionary
trading authorization). Trading that is unauthorized can not only be harmful,
but it could also warrant legal action.


UNSUITABLE INVESTMENTS

Investment professionals, such as financial advisors or brokers, must recommend
suitable strategies to clients. When unsuitable investments are recommended, it
can lead to significant financial harm for the investor.

YOU MAY BE AT RISK WHEN THE INVESTMENT:

 * Carries a level of risk that exceeds the investor’s tolerance.
 * Does not align with the investor’s stated goals.
 * Is not suitable given the investor’s age, financial situation, or investment
   experience.


7 HOW AN INVESTMENT FRAUD LAWYER CAN ASSIST YOU

An investment fraud lawyer plays a pivotal role in helping victims of fraud
recover their losses. They can:

 * Investigate Claims: A thorough investigation is key to building a strong
   case. Your investment fraud attorney will gather all necessary evidence,
   including communications, financial statements, and expert testimonies, to
   support your claim.
 * File Lawsuits: If negotiations with the fraudulent party or financial
   institutions do not lead to a satisfactory resolution, your securities fraud
   lawyer can file a lawsuit on your behalf, seeking compensation for your
   losses.
 * Navigate Arbitration: Many investment fraud cases are resolved through
   arbitration rather than traditional court proceedings. An experienced
   investment fraud lawyer will be familiar with the arbitration process and can
   effectively represent you.
 * Negotiate Settlements: Sometimes, a fair settlement can be reached without
   going to court. Your securities fraud lawyer will negotiate on your behalf to
   achieve the best possible outcome.


8 WHY YOU NEED A SPECIALIZED INVESTMENT FRAUD LAWYER

The laws governing investments and securities are complex and constantly
evolving. This makes it essential to work with a securities fraud lawyer who
specializes in this area of law. A specialized investment fraud lawyer has the
knowledge and experience to handle the unique challenges of your case, from
identifying the type of fraud you’ve encountered to pursuing the most effective
legal strategy for recovery.


9 THE COST OF HIRING INVESTMENT FRAUD ATTORNEYS

As experienced securities fraud lawyers, we understand that most of our clients
contact us when they are in a financially vulnerable position. Since we want to
empower victims of investment fraud to seek justice, we work on a contingency
fee basis. Our attorneys don’t require upfront payment but instead agree to be
compensated based on a percentage of the amount recovered.

Taking the fight to some of the biggest companies in the country may feel
discouraging. However, we aim to level the playing field by giving you access to
our vast resources. With our team by your side, you can rest assured that your
voice will be heard.


10 CONSULT OUR EXPERIENCED INVESTMENT FRAUD LAWYERS

Meyer Wilson proudly maintains offices in multiple states, including Ohio,
California, Michigan, and Louisiana. While our physical presence extends across
these locations, our reach goes beyond regional boundaries. We are dedicated to
representing investors throughout the United States in securities arbitration
and litigation cases.

At our investment fraud law firm, we deeply appreciate the trust our clients
bestow upon us, and we strive to reciprocate by providing exceptional legal
service. We leverage our extensive experience and resources to ensure your
financial recovery journey is comfortable. Contact our investment fraud
attorneys today to get started on your case.


Tom Adams
2023-05-12
I was very pleased with Meyer Wilson specifically Courtney Werning and her team.
They worked tirelessly gathering information, communicating with me and keeping
me informed. I would highly recommend this firm and Courtney’s team to anyone.
Read more
Bennie Jackson Jr.
2022-11-26
My wife and I needed an attorney, we spoke with multiple firms and selected
Meyer Wilson. Courtney Werning and the Meyer Wilson team went to work on our
behalf. Courtney was our POC, she kept us up-to-date explaining processes,
procedures and answering our questions. The Meyer Wilson firm provided excellent
service and I have confidence in recommending the firm based on our personal
experience.
Read more
Gary Cofran
2022-06-27
To whom it may concern: We have reached agreement for recovery of losses from a
company with the assistance of Courtney Werning at Meyer Wilson. We could not
have been more pleased. She and her associates led us through the whole process
of seeking restitution.
In the end we were rewarded because of her leadership, knowledge and negotiation
skills
Read more
Rick Tucci
2022-04-26
The Meyer Wison Team are true experts at their craft. They are terrific
advocates for any client that has suffered damages resulting from financial
advisory services.
 
Dylan Powell
2022-04-21
Great company, very friendly
 
Richard Oben
2022-01-05
Courtney Werning and the paralegal staff working with her at Meyer Wilson were
very accommodating and responsive to our needs in a time of great personal
stress. They displayed professional understanding of our situation and jumped in
quickly represent our concerns with our investment firm. With their assistance,
we were able to recover significant losses of retirement funds.
 
Load more
Google rating score: 4.9 of 5, based on 39 reviews



WE’LL GET STARTED WITH THESE 3 SIMPLE STEPS

 1. Connect with a securities fraud attorney from our legal team for a strategic
    analysis of your claim at no charge. It’s easy to connect with us with a web
    form, online chat, or phone call.

 2. If you have a strong claim to recover your investment losses, we will send
    you a client agreement to review and sign hassle-free on your phone, tablet,
    or computer. All cases are handled on a contingency fee basis.

 3. Once you hire us, we will file your case in a timely manner and keep you
    informed every step of the way. You choose how to communicate with your
    securities fraud lawyer: telephone calls, emails, video meetings, or text
    messages.

We Are Available To Take Your Call 866-761-1981
Consult With Our Legal Team

There is no cost associated with a case consultation

You will be contacted by a member of the Investor Claims team within 24 hours.
This information is not intended to create, and receipt or viewing does not
constitute, an attorney-client relationship.

I Have Read the Disclaimer


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