Securities Lawyers Blog
According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Youssef Zohny (Zohny), currently associated with Morgan Stanley, has at least one disclosable event. These events include one customer complaint, alleging that Zohny 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 $4,500,000.00 on June 17, 2025.
Claimants allege, inter alia, that the investment strategy implemented in their managed accounts was not what they had agreed to when they had discussed their investment goals and asset allocation June 2024 – April 2025