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Zamansky LLC (“Zamansky”) warns investors that it is investigating financial advisor Bambi Holzer (“Holzer”) and her current firm, Newport Coast Securities in Beverly Hills, California, over misrepresentation in connection with annuity sales.  Before, Newport Coast, Holzer worked at Wedbush Securities, Sequoia Equities and Brookstreet Securities in or about Beverly Hills, CA.

Holzer has over 56 customer complaints against her, mostly for misrepresentation in connection with annuity sales.  In May 2012, her license to sell insurance in California was revoked.  She has been the subject of a regulatory proceeding by the Financial Industry Regulatory Authority.

Holzer has a pattern and practice of misrepresentation when selling annuities to customers.  Her brokerage firms had duties to supervise her and may be held responsible for her failures.  If you purchased an annuity through Holzer, and believe that the features or fees of the annuity were not accurately represented to you, and wish to discuss your rights, please contact us for an evaluation. Please contact Jake Zamansky at (212) 742-1414, or by email at

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Richard R.

“Throughout my entire case, Jake Zamansky was incredibly responsive and spent time walking me through each step of the process. He is professional and worked with my challenging schedule, even meeting with me nights and on weekends. He knew exactly which turn to take when it came to my case and yet was respectful of any decisions I wanted to make resulting in a positive outcome.”

Donald A.

“Jake Zamansky and his firm represented me in a FINRA arbitration case to recover investment losses. Jake and his team were very professional and worked very hard preparing for trial and then reaching a substantial settlement of our case. I would highly recommend them.”

William E.

“Jake Zamansky represented me in a FINRA arbitration case which allowed me to recover a substantial portion of investment losses. He is truly an expert in this space and I would highly recommend him to those investors who may have been been a victim of investment fraud.”

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