DID JEFFREY SMULEVITZ CAUSE YOU INVESTMENT LOSSES?
About Jeffrey Smulevitz Of Morgan Stanley?
Jeffrey Smulevitz (CRD #6227365) is currently employed by Morgan Stanley at their branch in Short Hills, New Jersey, since April 4, 2017. Prior to this, he was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hewlett, New York from May 2014 to April 2017, and briefly with J.H. Darbie & Co., Inc. in New York, NY during February to April 2014. Smulevitz is registered with four Self-Regulatory Organizations (SROs) and licensed in 36 U.S. states and territories. He has passed two general industry/product exams and one multi-state securities law exam, underlining his broad regulatory and product knowledge in the securities industry.
Investment Losses? Let’s talk.or, give us a ring at (800) 732-2889.
Jeffrey Smulevitz Customer Complaints and Reviews
Jeffrey Smulevitz has one customer dispute reported on his record:
- Customer Dispute (March 2023): A client alleged that the risk associated with the purchase of a Credit Suisse bond in February 2023 was misrepresented. The client’s complaint, which sought unspecified damages, was denied in April 2023 as the client neither owned the bond nor was it recommended to them by Smulevitz.
Allegations Against Jeffrey Smulevitz
The specific allegation made against Jeffrey Smulevitz includes:
- Misrepresentation of Risk: The allegation involved a claim that Smulevitz misrepresented the risk of a bond, which the client later contested, stating that they never owned the bond and that it was not recommended by Smulevitz. The claim was officially denied, closing the case with no action taken against Smulevitz.
Jeffrey Smulevitz Red Flags & Your Rights As An Investor
Of course, Jeffrey Smulevitz 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 Jeffrey Smulevitz at Morgan Stanley on alert to review carefully the activity and performance of their accounts and question whether Jeffrey Smulevitzhas engaged in any stockbroker misconduct that may have caused them investment losses. The large number of customer complaints at Morgan Stanley also raises questions about the brokerage firm’ssupervisory 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 Morgan Stanley Due To Jeffrey Smulevitz
If you have questions about Morgan Stanley and/or Jeffrey Smulevitz 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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