Youssef Zohny: $4.5mm Complaint Against Morgan Stanley Advisor

A recent investor complaint against San Francisco financial advisor Youssef Zohny (CRD# 6759406) alleges that his conduct resulted in seven-figure damages. Financial Industry Regulatory Authority records show that he is registered as a broker and an investment advisor with Morgan Stanley.

Mr. Zohny’s BrokerCheck report discloses one investor complaint. Filed in June 2025, it alleges that as a representative of Morgan Stanley, he implemented an investment strategy to a party of customers that “was not what they agreed to when they had discussed their investment goals and asset allocation.” The pending complaint alleges damages of $4.5 million.

Morgan Stanley’s website includes a profile of Mr. Zohny that describes his experience and services as the founder of The Zohny Group of Graystone Consulting, a practice within the firm. “Throughout his career, Youssef and team have successfully helped navigate clients through various market conditions and economic cycles,” it explains. “He has a strong focus on asset allocation, investment due diligence / selection, and providing practical advice and solutions to managing significant capital and wealth. Youssef primarily focuses on lending his professional experience and advice to helping manage the significant capital of: Trusts, Foundations, Endowments, Corporations, Family Offices, and Entrepreneurs.”

According to the Financial Industry Regulatory Authority, Youssef Zohny holds eight years of securities industry experience. Based in San Francisco, California, he has been registered as a broker and an investment advisor with Morgan Stanley since 2017. His credentials include the passage of three securities industry qualifying exams: the Uniform Combined State Law Examination, or Series 66; the Securities Industry Essentials Examination, or SIE; and the General Securities Representative Examination, or Series 7. He holds 22 state licenses. (Information current as of July 5, 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.