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The law firm is investigating Long Island financial planner and advisor Steve Pagartanis of Omega Planning Associates in Setauket, New York. Through Omega Planning Associates, Pagartanis has engaged in business as an insurance agent selling life insurance and elder care policies, and as a college financial planner. Separately, he has also engaged in the business …
The law firm is investigating legal claims for customers of former Merrill Lynch financial advisor Thomas J. Buck (“Buck”), of Carmel, Indiana. Buck led the Buck Team at Merrill Lynch and was one of the office’s highest producers, with over 3,000 accounts and $1.3 billion in assets under management. On October 31, 2017, Buck pled …
The law firm is investigating sales of Puerto Rico municipal bonds by large U.S. based brokerage firms such as Wells Fargo and Morgan Stanley to their brokerage customers. Since 2006, even before Hurricane Maria devastated the Island, Puerto Rico has suffered from a protracted economic recession. The government has incurred massive debt that has bankrupted …
The law firm is investigating the collapse of EnerVest Ltd. (“EnerVest”), the $2 billion private-equity fund based in Houston, Texas. EnerVest reportedly raised over $1.3 billion in 2013 and borrowed heavily to invest in oil and gas wells before energy prices plummeted. Now EnerVest’s lenders are negotiating to take control of the fund’s assets to …