Newsroom category: Investment Advisor

Gregory Whelan Investment Advisor Clients May Be at Financial Risk

June 10, 2025

Investors who once relied on Merrill Lynch’s Greg Whelan (CRD#: 5247677) as their financial advisor may have reason for concern. Recent developments surrounding Whelan’s tenure at Merrill Lynch—including allegations of “selling away,” fraudulent investment schemes, and serious investor complaints—suggest that clients who entrusted him with their financial security could be at risk. Who Is Greg Whelan? […]

Free Case Evaluation

X/Twitter

This field is for validation purposes and should be left unchanged.

Name

Email(Required)

Phone Number(Required)

Describe your legal issue

Consent To Respond To Inquiry

By selecting "I Agree" below and clicking the "Submit for Free Evaluation” button, I agree to the POLICIES AND DISCLAIMERS, including arbitration provision therein, and consent to receive marketing emails, calls and/or texts, including those made using an automated system and/or artificial/prerecorded voice message, from or on behalf of Levin Papantonio Law Firm (“LP”) / Pensacola, FL / 850-435-7000 / levinlaw.com, regarding their services in response to my inquiry at the telephone number(s) provided above, even if that number is currently listed on any state, federal or corporate Do Not Call registry. I understand my consent to receive automated marketing calls/texts is not required as a condition of purchasing any services. I can revoke my consent at any time. Review LP's Terms and Conditions and Privacy Policy here.

I Understand and Agree(Required)

I Understand and Agree

Consent To Respond To Marketing

Opt in to Receive Calls, Text Messages, and Emails

By checking the below box and clicking “SUBMIT”, I agree to the Terms of the Policies and Procedures of the referenced entity, including individual arbitration provisions therein. I also consent to receive marketing emails, calls, and/or text messages, including those made using an automated system and/or artificial/prerecorded voice message (including artificial intelligence (AI)-generated voices), from or on behalf of the referenced entity regarding its services and/or my inquiry at the telephone number provided above, even if currently listed on any state or federal Do Not Call registry. I understand that my consent to receive automated marketing calls/texts is not required as a condition of purchasing any services, and that I may opt out of such calls/texts at any time.

Opt In

Opt In To Receive Calls, Text Messages, and/or Emails from a representative of Levin Papantonio Law Firm, including an AI assistant. Review Levin, Papantonio Law Firms's Policies and Procedures here.