Financial Advisor Fraud

Financial Advisor Lost My Money

Ex-Merrill Lynch Advisor Aubrey Lee Jr. Under Investigation After 37-Year Tenure

Haselkorn & Thibaut, a national investment fraud law firm, has opened an investigation into former Merrill Lynch financial advisor Aubrey W. Lee Jr. (CRD# 1685532) following his departure from the firm in October 2024. With over three decades of experience in the financial services industry, Lee’s recent exit from Merrill Lynch raises important questions for

Ex-Merrill Lynch Advisor Aubrey Lee Jr. Under Investigation After 37-Year Tenure Read More »

Financial Advisor Lost My Money

Investigation Launched into Wells Fargo Advisor Michael Montano After Complaints

Haselkorn & Thibaut has opened an investigation into Wells Fargo Advisors broker Michael Jacob Montano, following concerning patterns in his regulatory history. If you’ve worked with Mr. Montano in Las Cruces or Deming, New Mexico, this report contains important information about his professional background and regulatory disclosures that may affect your investments. Understanding Michael Montano’s

Investigation Launched into Wells Fargo Advisor Michael Montano After Complaints Read More »

Scroll to Top