Avantax Investment Services, Inc. broker Robert Stahler Jr. (CRD# 2820704) is accused of mutual fund losses. He has been registered with Avantax Investment Services, Inc. in Cockeysville, Maryland, since 1997.
Robert Stahler Jr. Customer Complaints
He has been the subject of one customer complaint, according to his CRD report:
April 2024. “Customer alleged the timing of their 2021 Roth IRA conversion led to a lost opportunity of market growth.” The case is currently pending. The complaint was regarding mutual funds and exchange traded fund investment 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, Avantax Investment Services, Inc. may be liable for investment or other losses suffered by Robert Stahler Jr.’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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