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Recent Blog Posts

Investor Alert: Ponzi Schemes Targeting Seniors

By Gregory Tendrich, P.A. |

The SEC’s Office of Investor Education and Advocacy (OIEA) and Retail Strategy Task Force are warning investors about Ponzi schemes that prey on senior investors. Many seniors have spent years saving and investing, which is a great way to achieve financial security – but also may make them targets for investment fraud, including Ponzi… Read More »

Market Volatility is a Reminder that Elderly Investors are Vulnerable to Financial Abuse

By Gregory Tendrich, P.A. |

In January, Patrick T. Harker, the President of the Federal Reserve Bank of Philadelphia, authored an important op-ed that appeared in Bloomberg View. Mr. Harker noted that elderly investors are at heightened risk of financial abuse, and that bankers and financial institutions need to do more to protect these vulnerable inventors. Soon after this… Read More »

SEC Charges Operators of $1.2 Billion Ponzi Scheme Targeting Main Street Investors

By Gregory Tendrich, P.A. |

12/21/2017 12:10 PM EST The Securities and Exchange Commission today announced charges and an asset freeze against a group of unregistered funds and their owner who allegedly bilked thousands of retail investors, many of them seniors, in a $1.2 billion Ponzi scheme. SEC investigators filed this action to prevent further dissipation of investor assets after obtaining court orders in September andNovember in subpoena enforcement actions that forced… Read More »

Former Invest Financial Advisor Roger Kroeger arrested and charged with embezzlement and money laundering

By Gregory Tendrich, P.A. |

According to news reports, Former Invest Financial Advisor Roger Kroeger arrested and charged with embezzlement and money laundering from 92 year old woman’s investment account. If you or a family member or friend have concerns about how your investment or stock brokerage account has been handled or if you have any questions concerning the… Read More »

Woodbridge Group Of Companies Files For Bankruptcy In Delaware

By Gregory Tendrich, P.A. |

Woodbridge Group of Companies, LLC, a high end real estate developer has filed bankruptcy due in part to a SEC investigation into whether Woodbridge defrauded investors. IF YOU HAVE INVESTED IN WOODBRIDGE FUNDS from a licensed financial advisor, contact us to discuss a potential arbitration proceeding against the financial advisor or financial advisors’s stock… Read More »

Real Estate Investment Trusts (REITS): What You Need to Know

By Gregory Tendrich, P.A. |

Recently, the SEC Office of Investor Education and Advocacy released a bulletin to help investors better understand publicly traded Real Estate Investment Trusts (REITs). REITs are an increasingly popular investment, especially in Florida. While REITs do offer considerable benefits for some investors, these complex financial products are certainly not appropriate for everyone. In this… Read More »

What to Do If You Were a Victim of Excessive Trading (Churning)?

By Gregory Tendrich, P.A. |

Recently, the SEC Office of Investor Education and Advocacy released an official alert warning investors to be on the lookout for broker excessive trading. Excessive trading, also known as churning, occurs when a broker or broker-dealer make unnecessary transactions on an investor’s account, solely for the purpose of generating increased commissions and fees for… Read More »

Investor Bulletin: Publicly Traded REITs

By Gregory Tendrich, P.A. |

The SEC’s Office of Investor Education and Advocacy is issuing this bulletin to educate investors about investing in publicly traded REITs.      What are REITs? A REIT, or real estate investment trust, is a company that owns – and typically operates – income-producing real estate or real estate-related assets.  The income-producing real estate assets owned… Read More »

Investor Alert: Excessive Trading at Investors’ Expense

By Gregory Tendrich, P.A. |

The SEC’s Office of Investor Education and Advocacy (OIEA) and Broker-Dealer Task Force are jointly issuing this Investor Alert to help investors identify excessive trading in their brokerage accounts and to educate investors about steps they should take if their brokerage firm notifies them of a high volume of trade activity in their accounts…. Read More »

Fraud Alert: SEC Brings Charges Against Former Brokers Targeting Retired Federal Workers

By Gregory Tendrich, P.A. |

On July 31st, 2017, the Securities and Exchange Commission (SEC) announced that it was bringing fraud charges against four Atlanta, Georgia-area brokers who have been accused of exploiting federal retirees. These brokers collectively operated a company called Federal Employee Benefits. Here, our experienced Florida elder financial abuse attorney discusses these charges that have been… Read More »

Gregory Tendrich, PA
Gregory Tendrich, P.A. serves clients throughout Florida, including the cities of West Palm Beach, Palm Beach, Delray Beach, Boynton Beach, Boca Raton, Port St. Lucie, Lake Worth, Wellington, Riviera Beach, Palm Beach Gardens, Fort Pierce, Vero Beach, Hobe Sound, Jupiter Island, North Palm Beach, Lake Park, Lantana, Stuart, Palm City, Jensen Beach, Tequesta and Juno Beach and represents clients in Palm Beach County, Martin County, St. Lucie County, Indian River County and throughout Florida.

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