Haselkorn & Thibaut Investigates William R. Bredt of Raymond James

Financial Advisor Lost My Money

Haselkorn & Thibaut Opens Investigation Into William R. Bredt of Raymond James & Associates in West Conshohocken, PA

If you or a loved one has invested with William R. Bredt (CRD# 705), also known as Bill Bredt, of Raymond James & Associates, Inc. in West Conshohocken, Pennsylvania, this report is intended to help you understand your rights, potential red flags, and the steps you can take to recover financial losses. Haselkorn & Thibaut, a nationally recognized investment fraud law firm, has opened an investigation into the activities and disclosures of William R. Bredt. Our team brings more than 50 years of experience, having recovered millions for investors nationally. Call 1-888-994-8066 for a confidential, no-obligation consultation—there is no fee unless we recover money for you.

Overview: Who Is William R. Bredt?

  • Name: William R. Bredt (Bill Bredt)
  • CRD Number: 705
  • Current Employer: Raymond James & Associates, Inc.
  • Location: 300 Conshohocken State Road, Suite 400, West Conshohocken, PA 19428
  • Registered Since: January 25, 2010

William R. Bredt has been a registered representative with Raymond James & Associates for more than a decade, advising clients on a wide range of investment matters. As always, investors are encouraged to periodically review the backgrounds and conduct histories of those managing their assets. Details about current and prior disclosures can be found for free on FINRA BrokerCheck.

Complaints, Lawsuits, and Disclosures: What Investors Should Know

Disclosure Type Date Description / Status
Customer Complaint 2012 A customer alleged unauthorized trading, resulting in claimed damages. The matter was resolved with no admission of wrongdoing from Mr. Bredt and no formal action by regulators.
Customer Complaint 2018 The client claimed misrepresentation related to investment recommendations. Raymond James denied the allegations and the complaint was closed without a regulatory finding.
Regulatory Investigation None found No formal disciplinary actions or regulatory sanctions were located as of our last search.

Per available records, no regulatory enforcement actions or major settlements appear for William R. Bredt. However, the reported customer complaints should not be taken lightly. Investors are encouraged to review their account statements and communication logs with extra care, especially if they have concerns regarding suitability, misrepresentation, or unauthorized transactions.

Key Red Flags For Investors

Even a small number of complaints can be a signal to dig deeper. Our research found:

  • Allegations of Unauthorized Trading: Always review every trade confirmation and discuss any transactions you do not recognize with your advisor and the firm’s compliance department.
  • Misrepresentation Claims: If your advisor recommended products or strategies that you feel were not fully explained—or turned out to be riskier than described—contact an independent professional immediately.
  • Lack of Regulatory Findings: Although no regulatory sanctions are reported as of our review, it’s important to realize customer complaints often precede or coincide with further investigations.

What Should You Do If You Have Concerns?

  1. Document Everything: Save all statements, emails, and notes from conversations with your advisor.
  2. Review Your Accounts: Make sure all investments match your goals and risk profile. Take note of any losses, fees, or trades you do not recognize.
  3. Contact a Securities Attorney: Haselkorn & Thibaut provides a free, confidential case review for investors. We are available at 1-888-994-8066 to help answer your questions and assess your potential recovery options.

Why Choose Haselkorn & Thibaut?

  • National Leaders in Investment Fraud: Over 50 years of combined experience handling broker and investment firm disputes
  • Proven Success: 98% success rate, with millions in recoveries for clients
  • No Recovery, No Fee: You pay nothing unless we win your case
  • Total Confidentiality: Your information is protected from your current advisor and firm

Our firm is independent of all other law firms and exclusively focused on helping investors—never financial advisors or their companies. We will investigate the specifics of your case, provide practical advice, and explain every recovery option available to you.

Your Next Step: Free Consultation

Your future financial security is too important to leave to chance, especially if you suspect that your investments were mishandled. No investor needs to face a complex or stressful situation alone. Contact Haselkorn & Thibaut now at 1-888-994-8066 for a free, confidential review and see if you have grounds for recovery. There is no obligation and you do not pay unless you win a settlement or award.

Are you concerned about your investments with William R. Bredt or Raymond James & Associates?

Call Haselkorn & Thibaut—The Investor’s Law Firm: 1-888-994-8066

No recovery, no fee. Protect your rights as an investor today.

Last Updated: September 2025 (West Conshohocken, Pennsylvania)

Disclaimer: The information contained in any post on this website is derived from publicly available sources and is not guaranteed as to accuracy and often involves allegations which may or may not be proven at some point in the future. All posts are believed to be accurate as of the time of original posting, but the accuracy and details are subject to and expected to change over time and which may contain opinions of the author at the time posted.
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