Former Green Vista Capital Broker, Andrew Miles, is facing 23 Customer Complaints

A growing number of investor complaints are targeting former Green Vista Capital, LLC broker Andrew Miles over allegations of unsuitable investment recommendations. According to publicly available records, Miles allegedly directed clients into conservation easement offerings, private placements, and debt securities that were inconsistent with their financial goals and risk tolerance.

Publicly available records show that Miles has at least 23 disclosable events on his FINRA BrokerCheck profile. For investors who trusted Miles with their retirement savings or long-term portfolios, the allegations against Miles raise serious questions about the suitability of the products he allegedly recommended and the oversight provided by Green Vista Capital.

The experienced alternative investment loss attorneys at Meyer Wilson Werning can help evaluate whether your losses are the result of actionable misconduct. Contact us today for a free and confidential consultation, and you pay nothing unless we recover for you.

What Do Current Disclosures Report About Andrew Miles?

Andrew Miles’s FINRA BrokerCheck profile (CRD# 5986774) reflects 23 total disclosable events across his registration history, a figure well above the industry average for a broker registered for approximately a decade. New complaints continue to be filed, with five disclosures recorded between September 2024 and December 2025 alone. The most recent events on record are summarized below:

• December 9, 2025 (Pending): Claimants allege failure to make suitable recommendations, misleading information, failure to supervise, and breach of contract. Damages requested: $207,000.
• May 12, 2025 (Pending): Claimants allege breach of fiduciary duty, breach of contract, negligence, failure to conduct adequate due diligence, failure to supervise, and violations of state and federal rules and regulations. Damages requested: $273,381.
• May 10, 2025 (Settled): Claimants allege violations of federal and New Jersey securities laws, breach of contract, common law fraud, breach of fiduciary duty, and negligence. Damages requested: $249,593. Settled for $150,000.
• January 22, 2025 (Pending): Claimants allege reasonable basis unsuitability, breach of fiduciary duty, negligence, misrepresentation, aiding and abetting fraud, negligent supervision, breach of contract, and equitable rescission. Damages requested: $1,000,000.
• September 13, 2024 (Pending): Claimants allege breach of fiduciary duty, negligence, negligent supervision, fraud, and violations of Section 10(b) of the Securities Exchange Act and SEC Rule 10b-5. Damages requested: $5,000,000.

What Do Past Complaints Indicate for Green Vista Capital Investors?

Green Vista Capital, LLC operated out of Winter Park, Florida and is the brokerage firm through which Andrew Miles was registered from July 2018 to March 2021. The firm’s own regulatory and complaint history adds context to the pattern of investor harm attributed to Miles.

Key data points related to Green Vista Capital investor claims include:

• Multiple customer complaints filed against brokers at the firm alleging unsuitable recommendations in conservation easement products and private placements.
• Allegations of negligent supervision, including claims that the firm allegedly failed to implement adequate systems to monitor the suitability and concentration of high-risk, illiquid products in client accounts.
• Complaints citing the firm’s alleged failure to enforce written supervisory procedures consistent with FINRA Rule 3110 , which mandates that brokerage firms establish, maintain, and enforce a supervisory system reasonably designed to achieve compliance with applicable securities laws and FINRA rules. Investors allege that Green Vista Capital failed to flag or address the pattern of unsuitable alternative investment recommendations being made to its clients.
• Other registered representatives at Green Vista Capital have faced customer complaints and, in at least one case, FINRA regulatory action involving similar allegations, suggesting that the firm’s alleged supervisory failures extended beyond any single broker.

How the IRS Ruling on Green Vista Capital Easements Compounded Investor Losses

The alleged harm to Green Vista Capital investors extends beyond broker complaints. According to public records, in March 2022 the IRS notified investors in Millstone Creek, LLC and Veribest Vesta, LLC, two conservation easements sold exclusively through Green Vista Capital, that claimed tax deductions of more than $20 million were disallowed. The IRS determined the actual fair market value of the easement was just $120,000, resulting in alleged underpayment of taxes of approximately $7.5 million and penalties of more than $3 million, plus interest.

For investors, the consequences do not stop at the loss of principal. Disallowed deductions can trigger back taxes, penalties, and interest that substantially exceed the original amount invested, making the total financial damage significantly larger than account statements alone would reflect.

How Meyer Wilson Werning Can Help

Investors who suffered losses in conservation easement investments, private placements, or debt securities recommended by Andrew Miles or sold through Green Vista Capital may have grounds to pursue recovery through arbitration. Arbitration is the primary forum for resolving disputes between investors and their brokers or brokerage firms, and claims can be filed regardless of where the investor lives.

Meyer Wilson Werning represents investors nationwide who have been harmed by unsuitable investment recommendations and private placement fraud. With more than 75 years of combined experience and over $350 million recovered for our clients, our team is dedicated to holding negligent firms accountable. Contact us today for a free and confidential consultation to discuss your path to recovery.

Frequently Asked Questions

Who is broker Andrew Miles of Green Vista Capital?

Andrew Miles (CRD# 5986774) is a former registered representative of Green Vista Capital, LLC who worked at the firm’s Winter Park, Florida office from July 2018 to March 2021. His FINRA BrokerCheck profile reflects at least 23 disclosable events, including multiple customer complaints alleging unsuitable recommendations in conservation easements, private placements, and debt securities. Before joining Green Vista Capital, Miles was registered with The Strategic Financial Alliance, Inc. in Vero Beach, Florida from 2011 to 2018.

What are conservation easement investments, and why are they risky for investors?

Conservation easements are syndicated alternative investments marketed for their tax advantages, typically promising large deductions based on land appraisals. The IRS has aggressively challenged abusive syndicated conservation easement transactions, disallowing deductions and exposing investors to back taxes, penalties, and total losses. Their illiquidity and valuation complexity make them unsuitable for conservative or income-focused investors.

How can investors pursue recovery if they suffered losses from Andrew Miles’s recommendations?

Investors can typically seek recovery through FINRA arbitration. A viable claim generally shows that the broker made unsuitable recommendations, failed to conduct reasonable due diligence, or misrepresented material risks in violation of Reg BI, FINRA Rule 2111, or FINRA Rule 2010. An experienced investment fraud attorney can review account records and offering materials to evaluate the strength of a claim.