Skip to main content

Exit WCAG Theme

Switch to Non-ADA Website

Accessibility Options

Select Text Sizes

Select Text Color

Website Accessibility Information Close Options
Close Menu
Carlson Law, P.A. Motto
  • Free Consultation
  • ~

Robert David: Farmington Hills Financial Advisor Fired By Morgan Stanley

Carlson Law, P.A. is currently representing investors in an arbitration against Morgan Stanley relating to its former financial advisor, Robert David. The case filed by Carlson Law relates to losses from junk bonds.

Robert David was discharged from Morgan Stanley on or around March 5, 2019, for “allegations related to [David] entering inaccurate client profile information relative to bond-related transactions and concerns that some of those transactions were not confirmed immediately beforehand.”

Another client filed an arbitration in May of 2019, alleging $800,000 in damages. According to public records, the client alleged “inter alia, unauthorized trading with respect to investments [from] October 2010 to May 2019.”

Robert David is currently licensed with Advisory Services Network, in Farmington, Michigan.

Facebook Twitter LinkedIn

By submitting this form I acknowledge that form submissions via this website do not create an attorney-client relationship, and any information I send is not protected by attorney-client privilege.

Latest Blog Posts

Frank Mastrosimone: $100K Complaint Against Basking Ridge Advisor

Pruco Securities financial advisor Frank Mastrosimone (CRD# 322615) has received an investor complaint alleging six-figure damages. Financial Industry Regulatory Authority records show that he is a broker and investment advisor...

Read More

Purpetual Wealth Advisor Jim Jones: $400K Investor Complaint

Jasper, Indiana financial advisor Jim Jones (CRD# 5064653) allegedly recommended unsuitable investments, according to pending investor complaints against him. Financial Industry Regulatory Authority records show that he is a broker...

Read More

Vail Advisor MaRico Tippett: $300K Alternative Investment Complaint

Community Wealth Builders investment advisor MaRico Tippett (CRD# 4821428) allegedly recommended an unsuitable alternative investment, according to a recent investor complaint against him. Financial Industry Regulatory Authority and Securities and...

Read More

By submitting this form I acknowledge that form submissions via this website do not create an attorney-client relationship, and any information I send is not protected by attorney-client privilege.

Skip footer and go back to main navigation