DID THEODORE WILLIAM BYRER CAUSE YOU INVESTMENT LOSSES?
Theodore Byrer Of International Assets Advisory, LLC Has 3 Customer Complaints For Alleged Broker Misconduct
About Theodore Byrer of International Assets Advisory, LLC?
Theodore Byrer (CRD #2980696) has an extensive career in the securities industry, currently registered with International Assets Investment Management, LLC and International Assets Advisory, LLC in Westfield, Indiana since May 2023. His career spans multiple firms, including notable tenures at Morgan Stanley and Raymond James & Associates. Byrer has passed one principal/supervisory exam (Series 26) and four general industry/product exams, including the Series 7 and Series 31. Additionally, he is licensed in 12 U.S. states and territories. His professional journey reflects a broad and varied experience in financial advisory and securities trading across several major financial institutions.
Investment Losses? Let’s talk.or, give us a ring at (800) 732-2889.
Theodore Byrer Customer Complaints and Reviews
Theodore Byrer’s disclosure history includes several incidents that are noteworthy:
- Customer Disputes (3 incidents):
- A settled dispute where a claimant alleged unsuitable investment strategies involving ETFs between 2017 and 2023, settled in June 2024 for $77,500.
- Another settled dispute involving unauthorized transactions in various metals, settled in September 2023 for $20,000.
- A pending dispute from February 2024 alleges unsuitability concerning investments made from January 2019 through August 2022.
- Termination (1 incident):
- Discharged from Morgan Stanley in March 2023 following allegations related to unauthorized transactions and off-platform communications.
Allegations Against Theodore Byrer
- Regulatory Actions and Customer Complaints:
- Allegations of unsuitability and unauthorized transactions leading to financial disputes and settlements.
- Issues concerning the proper authorization of transactions and communication protocols which led to his termination.
- Termination Details:
- The termination involved serious allegations of bypassing required verbal confirmations for transactions and improper use of communication channels.
Theodore Byrer Red Flags & Your Rights As An Investor
Of course, Theodore Byrer did not admit to any of the allegations. But regardless of whether an arbitration award was entered, a settlement occurred, or the customer complaint is still pending, the allegations made by customers are red flags which should put all current and former customers of Theodore Byrer at International Assets Advisory, LLC on alert to review carefully the activity and performance of their accounts and question whether Theodore Byrer has engaged in any stockbroker misconduct that may have caused them investment losses. The large number of customer complaints at International Assets Advisory, LLC also raises questions about the brokerage firms’ supervisory practices. If these red flags raise questions, call us and we will inform you of your rights as an investor.
Did You Lose Money Because of Broker Misconduct?
If you have lost money due to negligence or fraud by a stockbroker or advisor, the easiest way to know if you have a case is to call our office at 800-732-2889. Our investment fraud attorneys will evaluate your claim for free and let you know if we can help you recover your losses.
Need Legal Help? Let’s talk.or, give us a ring at 561-338-0037.
File A Claim To Recover Your Investment Losses At International Assets Advisory, LLC Due To Theodore Byrer
If you have questions about Assets Advisory, LLC and/or Theodore Byrer and the management or performance of your accounts, please contact Attorney Pearce for a free initial consultation via email or Toll Free at 1-800-732-2889.
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