National investment loss lawyers KlaymanToskes is investigating broker Andrew Miles (CRD# 5986774) of Green Vista Capital and The Strategic Financial Alliance following the filing of five pending complaints with the Financial Industry Regulatory Authority (“FINRA”), alleging $1,525,000 in collective investor damages.
According to FINRA BrokerCheck, broker Andrew Miles was previously registered as a broker with Green Vista Capital from 2018 to 2021 in Winter Park, FL. Miles was also previously registered as a broker with The Strategic Financial Alliance from 2011 to 2018 in Vero Beach, FL.
One customer complaint filed against Miles alleges that Pathfinder Business Strategies LLC/Tax Savings Professionals, an entity owned by Miles, breached an agreement whereby the customer was guaranteed tax savings if he used Miles’ strategies.
The most recent complaint filed against Miles alleges $700,000 in damages due to breach of fiduciary duty, negligence, misrepresentation, aiding and abetting a fraud, negligent hiring, retention, supervision, breach of contract, and violation of the Florida Securities and Investor Protection Act.
Investors that suffered losses with broker Andrew Miles are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at lawrence@klaymantoskes.com to discuss recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
KlaymanToskes is a leading national investment loss law firm that represents the interests of investors throughout the world who have suffered losses due to broker misconduct, investment fraud, and securities violations.
The articles linked below contain important information relating to KlaymanToskes’ investigation of broker Andrew Miles:
If you suffered losses with Andrew Miles at Green Vista Capital and/or The Strategic Financial Alliance, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.
The firm has helped recover over $600 million* for investors, and can help you determine if your loss is due to financial advisor misconduct, unsuitable investment advice, and/or other securities violations.
*Exclusive of attorney’s fees and costs.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against broker Andrew Miles. These signs could potentially indicate misrepresentation, omission, negligence, or misconduct. Investors are encouraged to contact our firm immediately if you have experienced any of the following:
Some investors have close relationships with their brokers due to the time and trust built over the course of their investment relationship. However, it is crucial to remember that financial decisions should be based on careful analysis and due diligence rather than solely relying on personal relationships.
Engaging the services of an experienced securities attorney to evaluate your specific circumstances is strongly advised. At KlaymanToskes, our team of experienced securities attorneys has a deep understanding of this complex area of law, allowing us to provide invaluable insight and tailored guidance that directly addresses your individual needs.
If you suffered losses with broker Andrew Miles, or have concerns regarding your investment portfolio at Green Vista Capital and/or The Strategic Financial Alliance, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation to discuss recovery options.