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Merrill Lynch Loan Management Accounts

Investigation of Potential Action Concerning Merrill Lynch Customers

Kessler Topaz Meltzer & Check, LLP (“Kessler Topaz”) is investigating a potential action on behalf of certain Merrill Lynch brokerage customers. 

Specifically, Kessler Topaz is investigating allegations that Merrill Lynch advisers/brokers urged some clients to obtain loans that were backed by their clients’ investment portfolio (“Loan Management Accounts”) and whether Merrill Lynch’s compensation plan for advisers/brokers caused them to act against their clients’ best interest by pushing clients to take on debt.   

If you have entered into a Loan Management Account with Merrill Lynch, and would like to learn more about our investigation, please fill out our online form or contact us today at 888-299-7706 or

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