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I'm Jeff Sonn, an attorney concentrating on securities fraud and consumer class actions. I use this blog to bring attention to regulatory filings involving financial advisors, current events in securities and cases in the financial services industry, and to help investors understand their rights and options for financial recovery. Questions? Contact me online or call anytime at 844-689-5754

Cheryl Lynn Young, Broker with Rockefeller Financial, Named in Customer Dispute Alleging Unsuitable Recommendations

INVESTORS: Rockefeller Financial broker Cheryl Lynn Young was named in a customer dispute alleging unsuitable recommendations and excessive trading.

Cheryl Lynn Young (CRD: 3065471) is registered as a broker with Rockefeller Financial, where she’s been employed since 2022. Young was previously registered as a broker with Morgan Stanley from 2012 until 2022.

Young has four disclosures on her BrokerCheck report. Two customer disputes filed against Young were denied and one was closed with no action taken. 

May 2022 Customer Dispute

Status: Pending

Allegations: Client alleges, inter alia, that the purchase of a mutual fund was unsuitable. Damages unspecified.

Broker Comment: I deny all allegations.

The Sonn Law Group is currently investigating allegations surrounding Cheryl Lynn Young. We represent investors in claims against negligent brokers and brokerage firms. If you or your loved one experienced investment losses, we are here to help. For a free consultation, please call us now at 866-827-3202 or complete our contact form.

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