Chuck A Roberts (CRD#2064602) and STIFEL, NICOLAUS & COMPANY, INCORPORATED

The Securities Lawyers at Halling & Cayo, S.C. are looking into potential claims against Chuck A Roberts (CRD#2064602) regarding allegations made regarding the following:

Claim(s) Made Against Chuck A Roberts:

Claim Date: 7/21/2023

“Claimants allege breach of fiduciary duty, negligence, fraud, breach of contract, and violation of the Florida securities and investor protection act.”

This claim, as of this posting, is currently Pending with a claim amount of $1,000,000.00 .

Claim Date: 8/11/2023

“Claimants allege breach of fiduciary duty, negligence, fraud, and breach of contract.”

This claim, as of this posting, is currently Pending with a claim amount of $500,000.00 .

Claim Date: 5/24/2023

“Claimants allege breach of fiduciary duty, negligence, fraud, breach of contract, and violation of the Florida securities and investor protection act.”

This claim, as of this posting, is currently Pending with a claim amount of $500,000.00 .

Claim Date: 5/26/2023

“Claimants allege breach of fiduciary duty, negligence, fraud, breach of contract, and violation of the California Corporations Code.”

This claim, as of this posting, is currently Pending with a claim amount of $1,000,000.00 .

Claim Date: 6/9/2023

“Claimants allege breach of fiduciary duty, negligence, fraud, breach of contract, and violation of the Florida securities and investor protection act.”

This claim, as of this posting, is currently Pending with a claim amount of $5,000,000.00 .

Claim Date: 4/11/2023

“Customer alleges that he was misled about the risks and characteristics of certain investments.”

This claim is currently Denied.

Claim Date: 5/3/2023

“Claimants allege breach of fiduciary duty, negligence, fraud, breach of contract, and violation of the Florida securities and investor protection act.”

This claim is currently Pending with a claim amount of $5,000,000.00 .

Claim Date: 5/10/2023

“Claimants allege a breach of fiduciary duty, negligence, fraud, breach of contract, violation of the Florida securities and investor protection act, and violation of ERISA.”

This claim is currently Pending with a claim amount of $5,000,000.00 .

Claim Date: 5/12/2023

“Claimants allege breach of fiduciary duty, negligence, fraud, breach of contract, and violation of the Florida securities and investor protection act.”

This claim is currently Pending with a claim amount of $5,000,000.00 .

Claim Date: 12/23/2022

“Claimants allege unsuitability, negligence/gross negligence, breach of FINRA rules, breach of fiduciary duty, breach of contract, and unjust enrichment in connection with investments purchased at Stifel.”

This claim is currently Pending with a claim amount of $3,000,000.00 .

Claim Date: 10/24/2022

“Claimant alleges negligence (breach of FINRA Rules), negligent misrepresentation, and breach of fiduciary duty in connection with an outside investment in a hedge fund and with investments purchased at Stifel.”

This claim is currently Pending with a claim amount of $1,000,000.00 .

See more information on FINRA’s BrokerCheck site for Chuck A Roberts.

Did you have problems with Chuck A Roberts?

The Securities Lawyers have recovered millions of dollars for investors across the United States and are currently investigating the possibility of representing individual or group investors who have suffered losses. If you were a customer of Chuck A Roberts and STIFEL, NICOLAUS & COMPANY, INCORPORATED and suffered investment losses, please contact the Securities Lawyers. We will only receive payment if we are able to recover your money, and you may be eligible for financial compensation. It’s important to note that there may be time limits or statutes of limitations that apply to your claim, so it’s crucial to speak with an attorney as soon as possible.

If you were a customer of Chuck A Roberts and STIFEL, NICOLAUS & COMPANY, INCORPORATED from NEW YORK, NY and had a similar issue or experience, we are interested in discussing a potential claim with you. Brokerage firms have a responsibility to supervise all representatives who are registered through their firm. (See our video “Warning signs of a bad financial advisor”). Brokerage firms also must take steps to ensure that their financial advisors follow all securities rules and regulations, as well as internal firm policies. The brokerage firm is not only legally responsible for the acts of its agents, like Chuck A Roberts, the broker dealer may also be liable for investment losses sustained by customers for a failure to supervise. The Securities Lawyers at Halling & Cayo, S.C. have recovered millions of dollars for investors across the country.


Contact The Securities Lawyers

Name(Required)

Sean M. Sweeney is a shareholder at Halling and Cayo, a full service law firm in Milwaukee, WI and the head of its Securities Litigation team.

He represents individual and institutional investors in FINRA arbitration and court nationwide. He recovers investment losses from fraud or breach of duty from their broker-dealer.

Contact him at (414) 755-5020 or via e-mail at SMS@hallingcayo.com to see if he can help recover funds.