National Advocates for Investors: Fighting Securities Fraud

Sonn & Erez PLC vigorously represents investors who have been victims of misrepresentation, unsuitable investment recommendations, Ponzi schemes, and other fraudulent activities by brokerage firms and financial institutions.

Practice Areas

Our Expertise in Investor Protection

Securities Arbitration & Litigation

Vigorously representing investors in FINRA arbitration and court actions to recover losses from financial misconduct and fraud.

Brokerage Firm Misconduct

Holding brokerage firms and financial institutions accountable for misrepresentation, negligence, and unsuitable investment recommendations.

Complex Investment Schemes

Expertise in untangling intricate fraudulent schemes, including Ponzi schemes and other deceptive investment products.

Institutional Fraud & Liability

Pursuing high-profile cases against financial institutions for systemic failures and fraudulent activities impacting investors.

Medical Capital Notes & Complex Products

Specialized expertise in challenging broker-dealers for the sale of complex and often misrepresented products like Medical Capital Notes.

Breach of Fiduciary Duty

Representing investors when financial professionals fail to act in their best interest, leading to significant financial losses.

About Sonn & Erez PLC

Our Founders: A Legacy of Investor Advocacy

Founded by attorneys Jeffrey Sonn and Jeffrey Erez, Sonn & Erez PLC has a national reputation for its aggressive advocacy on behalf of investors. Our firm is dedicated to representing clients in complex cases involving financial misconduct, investment fraud, and securities arbitration. We've handled high-profile cases against major brokerage firms, including those related to Medical Capital Notes, to protect our clients who have been victims of fraudulent activities.

Case Results

Great past results for our clients

Browse Case Results

UNSUITABLE INVESTMENT RECOMMENDATION

Recovering Losses from a Risky Annuity

Our clients, a retired couple, lost a significant portion of their retirement savings after their broker recommended they invest in a complex, high-risk annuity. The investment was entirely unsuitable for their conservative risk tolerance and financial goals. Sonn & Erez PLC took decisive action, filing a claim with FINRA arbitration against the brokerage firm. We successfully demonstrated a clear breach of fiduciary duty and recovered their full investment plus damages.

PONZI SCHEME RECOVERY

Securing Justice for Ponzi Scheme Victims

A group of investors came to our firm after their trusted financial advisor placed them in what was later exposed as a multi-million dollar Ponzi scheme. The perpetrators used a network of legitimate-looking funds to conceal their fraud. Sonn & Erez PLC worked swiftly to file a claim against the broker-dealer firm for failing to conduct proper due diligence. Our aggressive advocacy led to a successful settlement that helped our clients recoup their substantial losses.

BREACH OF FIDUCIARY DUTY

Holding a Broker Accountable for Misrepresentation

A single parent sought our help after discovering their broker had misrepresented key details about a series of private placements, leading to a total loss of their funds. The broker concealed critical information about the risks and liquidity of the investments. We pursued a claim in securities arbitration, proving the broker's misrepresentation and breach of fiduciary duty. The case concluded with a significant recovery for our client, allowing them to rebuild their financial future.

SECURITIES ARBITRATION

Advocating for Investors in Medical Capital Note Fraud

Our firm represented multiple investors who suffered losses from the fraudulent sale of Medical Capital Notes. Brokers at a large financial institution failed to disclose the high-risk nature and regulatory issues of these products. Sonn & Erez PLC leveraged its deep expertise in this specific area of fraud to build a robust case. Through tenacious representation in arbitration, we secured a favorable resolution that resulted in a substantial return of funds for our clients.

Testimonials

Our Client's Success Stories

We are proud of the results we achieve for our clients. Their testimonials are a reflection of our dedication to restoring justice and recovering losses from financial institutions.

"After years of fighting alone against a large brokerage firm, I hired Sonn & Erez PLC. They took on my case with remarkable expertise and professionalism, and were able to recover a significant portion of my life savings that was lost due to unsuitable investment recommendations."

Andrew Moore

Investor