DID DEVIN PATEL CAUSE YOU INVESTMENT LOSSES?
DID DEVIN PATEL CAUSE YOU INVESTMENT LOSSES?
Devin Patel (CRD #6632487) is a registered broker and investment adviser with AllianceBernstein L.P. and Sanford C. Bernstein & Co., LLC in Tampa, Florida. He has been with the firms since early 2023 and previously worked at Foundations Investment Advisors and Financial Gravity Wealth.
He has passed four securities exams and is currently licensed in Florida and North Carolina. Despite his active status, Patel has two customer disputes on his record.
Devin Patel Customer Complaints and Reviews
Dispute Summaries:
- Nature of Complaints: Clients alleged unsuitable investment strategies and lack of proper disclosure, primarily involving illiquid or alternative investments.
- Firms Involved: The complaints originated during his time with Foundations Investment Advisors.
- Status: Both complaints are resolved. Patel denies wrongdoing.
Allegations Against Devin Patel
Clients claimed that:
- Patel recommended products that did not match their risk tolerance or objectives
- The investments were not clearly explained and presented more risk than initially disclosed
These are common themes in cases involving alternative investments or complex products.
Devin Patel Red Flags & Your Rights As An Investor
Even if no wrongdoing was admitted, the presence of multiple disputes in a short career span is notable. Clients who invested in non-traditional products with Patel should reevaluate their investment history.
File A Claim To Recover Your Investment Losses Due to Devin Patel
If you believe Devin Patel mishandled your investments or misled you about investment risks, contact Attorney James D. Pearce at 1-800-732-2889 for a free case review.
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