Clients Of Fidelity Brokerage Services Take Aim At Anthony Mesquit

The Financial Industry Regulatory Authority (“FINRA”) reports troubling information regarding securities broker Anthony Mesquit (CRD#: 5210309, Jacksonville, Florida). Apparently, Mesquit worked for Strategic Advisers from 2012 to 2018, joined Fidelity Brokerage Services as a securities broker in January 2007, and is a Fidelity Personal and Workplace Advisors financial planner as of 2018. Here’s a brief summary of the disclosures which indicate that Mesquit caused clients’ losses.

Fidelity Brokerage Services Client Indicates That Anthony Mesquit’s Advice Was Not Reasonable

Apparently, a client of Fidelity Brokerage Services brought a lawsuit in April 2020 in regard to Mesquit’s actions at Fidelity Brokerage Services. Specifically, the client indicated that Mesquit made bad recommendations regarding naming a doner-advised fund as beneficiary. Because of this, the client demanded $750,000 in damages to resolve this matter.

Mesquit Supposedly Provided Unsuitable recommendations To Client Regarding Mutual Funds

Also, a Fidelity Brokerage Services client took aim at Mesquit through an October 2019 FINRA Arbitration Claim. Mainly, the client indicated that the broker gave bad advice. The securities broker allegedly told the client to invest in a managed account which caused the client to incur tax problems. Evidently, the client demanded $129,000 from Fidelity Brokerage Services or Mesquit. Evidently, this matter is ongoing.

Did You Experience Losses By Investing Through Anthony Mesquit?Lars Soreide AVVO 2020 Top Lawyer

Have you experienced losses because of Mesquit? If so, contact Soreide Law Group at (888) 760-6552 and speak with experienced lawyers about a possible recovery of your investment losses. Soreide Law Group represents clients on a contingency fee basis and advances all costs. The firm has recovered millions of dollars for investors who have suffered losses due to the misconduct of financial advisors and securities brokers. FINRA BrokerCheck indicates that Mesquit denies all allegations of his sales practice violations.