Erez Law is currently investigating former Triad Advisors LLC broker John Matteoni (CRD# 4177784) regarding real estate investment trust (REITs). He has been registered with Osaic Wealth, Inc. in Reno, Nevada, since 2024. He was registered with Triad Advisors LLC in Reno, Nevada, from 2009 to 2024.
John Matteoni Customer Complaints
He has been the subject of one customer complaint, according to his CRD report:
January 2024. “The Claimants allege that the financial professional sold them alternative investments that were unsuitable.” The customer is seeking $100,000 in damages, and the case is currently pending. The complaint was regarding REIT losses.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Triad Advisors LLC may be liable for investment or other losses suffered by John Matteoni’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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