Morgan Stanley Smith Barney LLC v. Martin et al

Pollock Law, LLC is acting to protect the rights of Financial Advisors for vested rights covered by ERISA. Our clients are former Morgan Stanley financial advisors, and as part of the amounts they earned, they were advised daily on the Morgan Stanley website that there were significant amounts they had earned. In fact, the Morgan Stanley internal website advised our clients when they looked at their computer screen that this is "MY PORTFOLIO”—not Morgan Stanley’s Portfolio. Financial advisors work hard and they are entitled the money they’ve been promised.

This matter has been filed in Mercer County, New Jersey. The Superior Court of New Jersey has issued an Order to Show Cause, which will be heard by Judge Hurd, Presiding Judge of the Superior Court of New Jersey.   

References

Morgan Stanley v. Martin

(Case File - PDF Download)

AdvisorHub

(Article - Link)

Financial Advisor

(Article - PDF Download)