Allied Millennial Partners

Broker Jie Zheng in Allied Millennial Partners, LLC Firm Has Customer Complaint

May 21, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jie Zheng (Zheng), previously associated with Allied Millennial Partners, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Zheng recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $5,000.00 on March 05, 2025.

Unsuitability recommendation of a REIT. No activity dates listed in SOC/Initial review indicates transactions at issue took place in 2015.

Broker Matthew Platnico in Allied Millennial Partners, LLC Firm Has Customer Complaint

April 23, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Matthew Platnico (Platnico), previously associated with Allied Millennial Partners, LLC, has at least 2 disclosable events. These events include one customer complaint, one regulatory event, alleging that Platnico recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $361,000.00 on July 09, 2024.

April 2019 to June 2020, Unsuitable trading

There are Recent Customer Complaints with Broker James Christopher in Firm Allied Millennial Partners, LLC

April 20, 2025 | by Staff Attorney

The attorneys at Gana Weinstein LLP are investigating BrokerCheck records reports that Broker James Christopher (Christopher), currently employed by Allied Millennial Partners, LLC has been subject to at least one disclosable event. These events include one customer complaint. According to records kept by The Financial Industry Regulatory Authority (FINRA), Christopher’s most recent customer complaint alleges that Christopher recommended unsuitable investments in structured products and makes allegations concerning misconduct relating to the handling of the customer’s accounts.

FINRA BrokerCheck shows a settled customer complaint on July 26, 2024.

Customer alleges his advisor recommended investments in structured notes that incurred losses. No time frame alleged.

Broker David Menashe in Allied Millennial Partners, LLC Firm Has Customer Complaint

March 14, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker David Menashe (Menashe), previously associated with Allied Millennial Partners, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Menashe recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $150,000.00 on October 04, 2024.

SUITABILITY, BREACH OF FIDUCIARY DUTY/BREACH OF COVENANTS OF GOOD FAITH AND FAIR DEALING, UNAUTHORIZED TRADING, CHURNING, AND FAILURE TO SUPERVISE.