DAVID BERNARD LEVINSON Has An Investor Complaint – May Recover Investor Losses

DAVID BERNARD LEVINSON Has An Investor Complaint – Goodman & Nekvasil, P.A. May Recover Investor Losses

AMERICAN TRUST INVESTMENT SERVICES, INC. Broker, DAVID BERNARD LEVINSON Has An Investor Complaint.

DAVID BERNARD LEVINSON

DAVID BERNARD LEVINSON (CRD#: 705929), is a registered broker for AMERICAN TRUST INVESTMENT SERVICES, INC. in Lisle, IL, has a pending investor complaint.  According to Levinson’s FINRA BrokerCheck report, Customer alleges that between 2019 and 2025, the representative recommended unsuitable alternative investments, including three Delaware Statutory Trusts and MacKenzie Realty Capital, and made misrepresentations regarding risk, performance, and income expectations. The Statement of Claim asserts negligence, breach of fiduciary duty, and negligent supervision, alleging losses of approximately $400,000 plus additional damages.

Investors who were affected by DAVID BERNARD LEVINSON’s investment advice or who suffered financial losses are encouraged to contact the securities attorneys at Goodman & Nekvasil, P.A. to have their accounts reviewed and to determine whether they may be entitled to recover losses through FINRA arbitration or other legal remedies.

Call 800-500-4442 if you think that you have received unsuitable investment recommendations from your adviser. 

CONCORDE INVESTMENT SERVICES, LLC Broker, Josiah Lederman Has An Investor Complaint. 

CONCORDE INVESTMENT SERVICES, LLC Broker, Josiah Lederman Has An Investor Complaint.

Goodman & Nekvasil, P.A., is investigating brokers who may have unsuitably recommended investments to their clients.

St. Petersburg, Florida law firm Goodman & Nekvasil, P.A., has a national practice representing victimized investors.  The  firm continues to investigate brokerage firms that placed elderly retirees and other conservative investors in unsuitable investments.

Goodman & Nekvasil, P.A., has filed numerous cases against brokerage firms selling high-risk investments and has recovered more than $500 million dollars on behalf of victimized investors.

We allege in these cases that these investment recommendations were unsuitable for our clients in view of their financial situation, needs and investment objectives.

There is no charge for an evaluation of your case. We handle our cases on a contingency fee basis. This means that unless we recover money for you, we charge no attorney’s fee.

If you incurred losses on your investment and would like your case evaluated by a securities attorney, please contact us.

Some of the information in this blog post was obtained from FINRA on 1/15/26. If you believe this information was reported incorrectly, please contact our firm: 1-800-500-4442.

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