The Securities Lawyers at Halling & Cayo, S.C. are interested in talking to customers that believe that they may have potential claims against Michael Montalvo (CRD#4549103) related to securities recommended or sold to you. Previously Reported Complaints include:
Claim(s) Made Against Michael Montalvo:
Claim Date: 12/11/2025
“Client alleged Financial Advisor took an undisclosed loan and failed to repay. Allegation Activity Date: 05/02/2024 – 12/11/2025.”
This claim, as of this posting, is currently Pending with a claim amount of $189,500.00 .
Claim Date: 6/9/2025
“Client alleged Financial Advisor took an undisclosed loan and failed to repay. Allegation Activity Date: 10/31/2024.”
This claim, as of this posting, is currently Settled with a claim amount of $30,000.00 .
The investor was paid $32,169.04 by the brokers’ firm.
