If you lost more than $100,000 because of the wrongful actions of a stockbroker, financial advisor or investment firm, we are here to help. The California securities lawyers at Meyer Wilson Werning are ready to fight for your financial future.
Thousands of clients have trusted us to hold advisors and firms accountable when their actions caused serious losses. Our firm has recovered over $350 million for clients since 1999 and uses more than 75 years of combined experience to help investors recover what they have lost.Â
We proudly serve clients in the Bay Area and throughout California. Call us for a free consultation to learn how our securities lawyer serving San Francisco can lead your case.
How We Can Help You Recover Your Financial Losses
When you lose out because of a financial professional’s misconduct, it can shatter the trust you placed in them. You may be wondering how you will rebuild what was taken. Financial advisors are supposed to help you protect and grow your money, not put it at risk.Â
When they fail in that duty, the financial harm can be deeply personal. You deserve to have a legal professional who will fight to help you move forward. Securities law is not something we do on the side. At Meyer Wilson Werning, these cases are the heart of our practice.Â
Every client our securities lawyers help is someone who has suffered losses because a financial advisor or investment advisor acted improperly. We have the experience and the focus to take on complex cases and powerful opponents.Â

We Have Recovered Over
$350 Million for Our Clients Nationwide.
Our Securities Attorney Serving San Francisco Will Lead Your CaseÂ
Most investors do not know the signs of misconduct until it is too late, and even then, holding advisors or firms responsible requires skill and experience.Â
We understand how devastating it is to lose your life savings or retirement funds. We will provide you with compassionate, hands-on support every step of the way.
When we lead your case, our team will:
- Investigate your claim: We will review your account history and your advisor’s actions.
- Gather evidence: This includes trade records, communications, and firm policies.
- Prove negligence: We work with experts to show that your losses were caused by the advisor’s failure to follow the rules.
- Seek damages: We will pursue the recovery of your losses by filing a Financial Industry Regulatory Authority (FINRA) arbitration or mediation.Â
Negligence cases can be challenging, but we have the knowledge and experience to fight for you. We will stand up for you and fight for justice.Â
How Do You Know If You Have a Negligence Claim?
Negligence happens when an advisor does not follow the rules or act in your best interest. You may have a valid securities negligence claim if the person or firm who handled your investment:
- Failed to explain the risks of a financial product.
- Recommended financial products unsuitable for your financial situation.
- Made trades without your consent.
- Ignored your financial goals.
- Did not disclose conflicts of interest.
If you recognize any of these actions in your experience, you could have a valid claim for negligence. Our San Francisco securities attorney can review what happened and explain your legal options. Contact us today for a free consultation.

Our lawyers are nationwide leaders in investment fraud cases.
How We Can Help You Move Forward After a Financial Loss
Advisers and investment firms often have strong legal teams. You need an equally strong advocate on your side.Â
We will handle your case through any of these processes, depending on what your situation requires:
- Arbitration: Many investors resolve their cases through, which takes place outside of the courtroom. We guide our clients through every step of this process and will prepare you for a FINRA arbitration or mediation.
- Litigation: If necessary, we will take your case to court and fight to recover your losses.
- Negotiation: We will talk with the other side and work to reach a fair agreement when possible.
- Appeals: If necessary, we will continue fighting for you through the appeals process.
You deserve a lawyer who knows how to stand up to major financial firms. Meyer Wilson Werning has done this time and time again.

We Are The firm other lawyers
call for support.
Compensation You Could Recover Through a Securities Claim
If you suffered losses due to advisor misconduct, you could recover:
- Direct financial losses: The money you lost due to wrongful actions.
- Interest: Money your account should have earned if handled properly.
- Costs and fees: Expenses related to the misconduct.
- Legal fees: In some cases, firms may be ordered to pay your legal costs.
While no lawyer can guarantee results, our team will fight hard to recover what you are owed.
Investors Can Face Various Fraudulent Financial Schemes
Common schemes we see include:
- Ponzi schemes
- Pump and dump scams
- Misrepresentation or omission of risks
- Unsuitable money management recommendations
- Unauthorized trading
- Churning (excessive trading to generate commissions)
- Improper use of margin accounts
- Negligent supervision by firms
If you believe your advisor engaged in any of these practices, we can review your legal options with you.
Limits on the Types of Cases We Can Accept
If you have incurred financial losses due to a broker or financial advisor that involved you and your money in a pump and dump, crypto, or another fraudulent scheme, you are likely frustrated and worried about recovering your losses.Â
While we work to help clients pursue recovery and rebuild their financial future, our team can only accept cases where a broker or financial advisor played a direct role in the misconduct.
Unfortunately, if they were not involved in your investment, the chances of our securities lawyers being able to help in your specific situation are extremely unlikely.
What Happens When You Take Action on a Monetary Loss?
We will walk you through the process and explain how it applies to your case.
If you work with us, you can expect:
- Free consultation: We will review your case and explain your options.
- Investigation: Our team gathers the necessary documents and evidence.
- Filing a claim: We will file your case in the proper forum, such as FINRA arbitration.
- Case process: We manage the case through discovery, hearings, or trial.
- Outcome: We fight for the best possible result, whether through arbitration, settlement, or court judgment.
Throughout the process, our securities negligence attorney serving San Francisco will keep you informed and involved. You will never feel left in the dark about your case.
How to Protect Yourself After Experiencing Advisor Misconduct
If you believe you have suffered losses due to misconduct, here’s what you should do next:
- Collect and organize your documents: Save your account statements, emails, and any written communications.
- Do not confront your advisor: Let your attorney handle all contact with the firm.
- Act quickly: Securities cases have set deadlines. Waiting too long may hurt your case.
- Talk to an experienced lawyer: Not every attorney understands the nuances of securities law. Choose a firm like Meyer Wilson Werning with a strong focus in this area.
The sooner you take action, the sooner we can start working on your case.
Get Help From Our Securities Lawyer Serving San FranciscoÂ
Our securities lawyer serving San Francisco knows your case is about more than money—it is about your peace of mind, your retirement, and your future.Â
At Meyer Wilson Werning, we will listen to your story, explain your options clearly, and fight to hold those responsible accountable. Contact us today for a free consultation. We are ready to help investors in San Francisco with the skill, care, and determination they deserve.

Recovering Losses Caused by Investment Misconduct.