The Securities Lawyers at Halling & Cayo, S.C. are looking into potential claims against Lutelles L White (CRD#6087303) regarding allegations made regarding the following:

Claim(s) Made Against Lutelles L White:

Claim Date: 4/3/2020

“The client states that she met with the representative on February 28, 2020 and told him that he “could change the % of allocations within my stock, real estate and bond funds at this time, but not to touch the TIAA Traditional Funds!“ The client alleges that changes were made to two of her three accounts where TIAA Traditional funds were reallocated without her authorization and was of the understanding these funds would remain intact. The client alleges had the money been left in the TIAA Traditional account as requested, it would have continued to gain interest during the precipitous fall of the stock market and instead its value has greatly decreased.”

This claim, as of this posting, is currently Closed-No Action.

See more information on FINRA’s BrokerCheck site for Lutelles L White.

Were you a client of Lutelles L White?

The Securities Lawyers are researching bringing claims on behalf of individual(s) and/or a group of investors for recovery of their funds. Most customers will have signed a FINRA arbitration agreement to resolve disputes, including claims for reimbursement of these types of investment losses. As the SEC reminds investors, it can be important to find an attorney that “specializes in resolving securities complaints.” If you were a customer of Lutelles L White and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and suffered investment losses, please contact the Securities Lawyers. We only get paid if we recover your money. Your claim may be subject to a time limit or statute of limitations, so contact an attorney right away.

If you were a customer of Lutelles L White and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC from PITTSBURGH, PA 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 Lutelles L White, 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


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 to see if he can help recover your funds.