Investors might have sustained losses because of securities broker Matthew Brett Koelliker [CRD: 5660722, San Francisco, California], based on publicly available information on Financial Industry Regulatory Authority (FINRA) BrokerCheck. It appears that Koelliker worked for KKR Capital Markets LLC beginning on November 12, 2024. He also worked for M360 Advisors as Vice President between February 2020 and September 2024. Read below to learn more about Koelliker’s disclosures.
Specifically, on September 26, 2025, an M360 Advisors LLC client filed Civil Action No. 30-2025-01511712-CU-BT-CJC about Matthew Koelliker. Primarily, the client alleged that Koelliker breached a contract involving a sudden decrease in value of the client’s limited partnership interest and failure to honor the client’s withdrawal notice. For this reason, the client allegedly experienced damages on direct investments and real estate securities. Consequently, the client requested compensation from M360 Advisors LLC or Koelliker. It appears that this civil suit is awaiting a resolution.
Evidently, a client of M360 Advisors LLC disputed Matthew Koelliker’s sales practices by filing Civil Action No. 30-2024-1432220-CU-NP-CJC on October 4, 2024. The claim alleged a sudden decrease in value of the client’s limited partnership interest and failure to honor the client’s redemption request. It appears that Koelliker allegedly caused the investor to sustain damages connected to real estate securities and direct investments. As a result, the client seeks compensation from M360 Advisors LLC or Koelliker in the amount of $15,032,924.63 in this ongoing matter.
Notably, an M360 Advisors LLC client filed AAA Arbitration No. 01-24-0000-6987 about Matthew Koelliker. Mainly, the client alleged that Koelliker breached a contract involving failure to honor the client’s notice to withdraw limited partnership interest. Because of this, the client allegedly incurred damages relating to real estate securities and direct investments. Therefore, on January 2, 2025, M360 Advisors LLC settled this matter by paying the client $650,000 in damages.
Are you concerned regarding investments you made with Matthew Koelliker? Contact Soreide Law Group at (888) 760-6552 or online and speak with a securities attorney concerning a possible recovery of your investment losses. Soreide Law Group has recovered losses for investors throughout the US. Also, the firm works on a contingency fee basis and advances all costs. Koelliker and brokerage firms Koelliker worked for deny allegations of sales practice violations.
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