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Read MoreBryan Lubitz: $100K-$500K Against Ex-Aegis Advisor
A recent investor complaint against Melville, New York financial advisor Bryan Lubitz (CRD# 4381244) alleges that his investment advice resulted in six-figure damages. Financial Industry Regulatory Authority records show that he is registered as a broker with Equitable Advisors, having previously been registered with Aegis Capital.
Mr. Lubitz’s BrokerCheck report discloses multiple investor complaints. The most recent, filed in October 2025, alleges that as a representative of Aegis Capital, he recommended unsuitable equity sales. The pending complaint alleges damages between $100,000 and $500,000.
An earlier investor complaint, filed in 2021, alleged that as a representative of Aegis Capital, he recommended unsuitable corporate bonds. The complaint reached a settlement of $9,999.
A third investor complaint, filed in 2014, alleged that as a representative of Newbridge Securities Corporation, he breached his fiduciary duty, acted negligently, recommended unsuitable investment recommendations, and breached contract. In 2015 the complaint reached a settlement of $100,000.
A fourth investor complaint, filed in 2013, alleged that as a representative of Trident Partners, he failed to use stop loss orders. The complaint reached a settlement of $65,000.
According to the Financial Industry Regulatory Authority, Bryan Lubitz holds 24 years of securities industry experience. Based in Melville, New York, he has been registered as a broker with Equitable Advisors since 2022. His past registrations include Aegis Capital, Newbridge Securities, and Trident Partners. His credentials include the passage of three securities industry qualifying exams: the Securities Industry Essentials Examination, or SIE; the Uniform Securities Agent State Law Examination, or Series 63; and the General Securities Representative Examination, or Series 7. He holds 21 state licenses. (Information current as of October 25, 2025.)
Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.
