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 [email protected].
Online Form
