National investment loss lawyers KlaymanToskes is investigating broker Andrew Bellamah (CRD# 2171352) of BNB Wealth Management and Capitol Securities Management.
According to FINRA BrokerCheck, broker Andrew Bellamah is currently involved in a customer complaint alleging $120,000 in damages related to a mutual fund investment. The complaint alleges that the adviser misled the customer regarding the oversight of a Donor Advised Fund and failed to take into account the client’s directives regarding management of the account during market volatility, leading to losses. Bellamah is currently employed as a broker with Capitol Securities Management, and as an investment advisor with BNB Wealth Management in Silver Spring, MD.
Investors that suffered losses with broker Andrew Bellamah are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at investigations@klaymantoskes.com to discuss potential recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Financial advisor Andrew Bellamah of BNB Wealth Management and Capitol Securities Management, is currently facing a customer complaint alleging $120,000 in damages. The customer further alleges that the adviser misled him regarding the oversight of a Donor Advised Fund and failed to take into account the client’s directives regarding management of the account during market volatility, leading to losses. The complaint allegedly relates to a mutual fund investment.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against your financial advisor. These signs could potentially indicate misconduct, negligence, or investment fraud. 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 Bellamah, or have concerns regarding your investment portfolio at BNB Wealth Management, Capitol Securities Management, or with any other financial advisor or firm, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.