INVESTORS: Wells Fargo broker Todd Michael Perry was named in a customer dispute alleging misrepresentation and unsuitability.
Todd Michael Perry (CRD: 2939050) is registered as a broker and investment adviser with Wells Fargo, where he’s been employed since 2022. Previously, Perry was registered as a broker and investment adviser with UBS Financial Services from 2014 until 2022.
Perrry has two disclosures on his BrokerCheck report.
June 2020 Customer Dispute
Status: Pending
Allegations: Time frame: 2017-2019 Claimant’s counsel alleges unsuitability and misrepresentation with respect to recommendations to invest in and hold an options overlay strategy.
Damage Amount Requested: $1,000.000.00
May 2019 Customer Dispute
Status: Settled
Allegations: Time frame: January 2017 – present Claimant’s counsel alleges unsuitability and misrepresentation with respect to recommendations to invest in and hold an options overlay strategy.
Damage Amount Requested: $1,000,000.00
Settlement Amount: $500,000.00
The Sonn Law Group is currently investigating allegations surrounding Todd Michael Perry. 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.