Fort Lauderdale Advisor Gregory Whelan Hit with Customer Complaint
A recent investor complaint against Fort Lauderdale financial advisor Gregory Whelan (CRD# 5247677) alleges that his conduct resulted in seven-figure damages. Financial Industry Regulatory Authority (FINRA) records show that he is registered as a broker and a financial advisor with Merrill Lynch, where he is a member of MWD Wealth Management Group.
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The Allegations Against Whelan
Whelan’s BrokerCheck report discloses two investor complaints. The most recent, filed in May 2024, alleges that as a representative of Merrill Lynch, he recommended unsuitable investments including REITs and life settlements, misrepresented material facts, and used his personal email to sell investments away from the firm. The pending complaint alleges damages of $2 million.
An earlier investor complaint, filed in 2021, alleges that as a representative of Merrill Lynch, he recommended unsuitable investments and delayed following the customer’s instructions. The complaint reached a settlement of $100,000.
To learn more about REITs, check out our leading securities fraud attorney Courtney Werning break them down:
Gregory Whelan’s Background
According to the Financial Industry Regulatory Authority, Gregory Whelan holds 15 years of securities industry experience. Based in Fort Lauderdale, Florida, he has been registered as a broker and an investment advisor with Merrill Lynch since 2013.
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Seeking Legal Representation
Meyer Wilson represents investors all throughout the United States in claims against financial advisors and investment firms. In our several decades of experience in the industry, we’ve recovered over $350 million for our clients. If you or a loved one have suffered investment losses, please call us at 866-938-2021 for a free and confidential consultation. We work on a contingency fee basis, meaning if we’re not able to recover your losses our services are at no cost to you. Our law firm is ready to fight for your losses.
Written By: Courtney Werning
Recovering Losses Caused by Investment Misconduct.
