Daniel Reilly, Financial Advisor Daniel Reilly Discharged from Morgan Stanley | Goodman & Nekvasil P.A., May Recover Investor Losses
Daniel Reilly CRD #4752371
Daniel Reilly is a currently licensed financial advisor with Revere Securities LLC. Daniel Reilly was formerly licensed with Morgan Stanley. According to Daniel Reilly’ CRD, Daniel Reilly was discharged from Morgan Stanley in May 2018. According to Daniel Reilly’s CRD, Daniel Reilly was discharged relating to Daniel Reilly’s alleged execution of trades in the account of a recently deceased client, which Daniel Reilly stated were intended for other clients’ accounts on trade adjustment forms he submitted.
According to Daniel Reilly’s CRD, two customer disputes have been filed alleging sales practice violations against Daniel Reilly:
Customer Dispute 7/30/18: Client verbally alleged, inter alia, that investments purchased in his account were unauthorized. – January 2016-December 2016. This customer dispute was settled for $40,000.
Customer Dispute 4/4/16: The Customer alleges unauthorized trading from May 2013 to April 2014. This customer dispute was settled.
If you lost money on investments with Daniel Reilly and believe the investments may have been unsuitable or otherwise improper for you, we would like to discuss the possibility of your retaining our firm to represent you in an arbitration action against concerning Daniel Reilly’s conduct. There is no charge for an evaluation of your case. Further, we handle our cases on a contingency fee basis. This means that unless we recover money for you, we charge no attorney’s fee. Unless you recover any money, you pay us nothing, not even the costs and expenses which the firm will advance on your behalf.
Kalju Nekvasil, Esq., formerly regional counsel with the NASD, now known as FINRA, has practiced in this area of the law for more than 35 years. Goodman & Nekvasil, P.A. has recovered more than $180 million on behalf of victimized investors. If you lost money on investments with Daniel Reilly and would like your case evaluated by a securities attorney (again, there is no charge for an evaluation and all cases are handled on a purely contingency fee basis), please contact us.
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