Securities Lawyers Blog
Stockbroker fraud and financial advisor negligence cost investors billions of dollars every year. The stockbroker fraud attorneys at Gana Weinstein LLP represent investors in FINRA arbitration claims involving misrepresentation, omissions, excessive commissions, and overconcentration of investment portfolios, including claims by customers of firms such as Altruist Financial LLC. We can determine whether your investment losses were caused by misconduct and what damages may be recovered.
Altruist Financial is a self-clearing broker-dealer and digital custodian for independent registered investment advisors, combining brokerage custody with software for account opening, trading, portfolio management, billing and reporting. Founded in 2018 by Jason Wenk and headquartered in Culver City, California, Altruist serves thousands of advisory firms nationwide and ranks among the largest RIA custodians.
Altruist Financial LLC – By the Numbers: