Close Menu
Free Consultation: 888-976-6111

Greg Suzio: Merrill Lynch Advisor Faces 6-Figure Complaint

Auburn Hills, Michigan financial advisor Greg Suzio (CRD# 5309403) recently received an investor complaint alleging that his advice resulted in losses. Financial Industry Regulatory Authority records show that he is currently registered as a broker and an investment advisor with Merrill Lynch, whose website describes him as a member of McGill Suzio Group, a practice within the firm

Mr. Suzio’s BrokerCheck report discloses one investor complaint. Filed in April 2024, it alleges that as a representative of Merrill Lynch, he misrepresented material facts and recommended unsuitable investments between 2021 and 2023. The pending complaint alleges damages of $499,000.

Merrill Lynch’s website includes a profile of Mr. Suzio that describes him as a Senior Vice President and Wealth Management Advisor in the McGill Suzio Group. “Greg works with the team’s clients to help them identify and meet their unique financial goals, with an aim at simplifying their complex financial lives,” it states, citing his degree in Mechanical Engineering from Michigan State University. “He now draws on this strong analytical background to help understand and manage risk in client’s investment portfolios.”

Elsewhere, the practice describes its own philosophy and approach. “McGill Suzio Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America,” it states. “We want to be your primary source for financial advice and guidance.”

According to the Financial Industry Regulatory Authority, Greg Suzio holds 17 years of securities industry experience. Based in Auburn Hills, Michigan, he has been registered as a broker and an investment advisor with Merrill Lynch since 2007. His credentials include the passage of three securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; and the Uniform Combined State Law Examination, or Series 66. He is licensed with 38 states. (Information current as of April 21, 2024.)

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.

Facebook Twitter LinkedIn
Contact Us For A Free Case Evaluation
protected by reCAPTCHA Privacy - Terms
Latest Blog Posts
  • Trey Trapp: Mutual Fund Complaint Against Ex-Edward Jones Advisor

    Atlanta financial advisor Trey Trapp (CRD# 6177720) allegedly lied to a customer about his investments, according to a recent investor...

    Read More
  • Trevin Kent: Central Coast Advisor Faces $230K Complaint

    A recent investor complaint against Monterey, California financial advisor Trevin Kent (CRD# 6096717) alleges that his investment advice resulted in...

    Read More
  • Bart Cutino: $230K Bond Complaint Against Central Coast Advisor

    Monterey, California financial advisor Bart Cutino (CRD# 5397147) recently received an investor complaint alleging that he provided unsuitable advice. Financial...

    Read More
  • Maria Mayer: BTC Pactual Advisor Resigned from Credicorp Capital

    Miami financial advisor Maria Mayer (CRD# 5396408) recently resigned from her former broker-dealer firm in connection with alleged rule violations....

    Read More
  • Previous
  • Next