Jeffrey Fratarcangeli

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    Finance
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    158
  • Reviews
    21

About Jeffrey Fratarcangeli



Jeffrey Fratarcangeli has been a financial counselor for 29 years, and he currently serves as the managing principal of his own practice. Jeff has assembled a group of people who are dedicated to providing the best possible customer service. He and his staff are committed to gaining the trust of each client by offering wise investing counsel in a polished and individualized manner. They offer a comprehensive team approach to fully comprehending every facet of our client’s financial objectives.

For the fourth consecutive year in 2020, Forbes named Jeff one of America’s Top 250 Wealth Advisors, placing him #69 in the country. Jeff is proud of this recognition. In 2020, he was ranked #37 in the nation and included in Barron’s Top 100 Independent Financial Advisors for the second year in a row. In addition, Jeff was listed as the top financial advisor in the state by Forbes’ Best-In-State Wealth Advisors and Barron’s Top 1200 Financial Advisors for seven years running (2014–2021). Additionally, the Financial Times named Jeff one of its Top 400 Advisors for the years 2017–2020. High-net-worth families, family offices, athletes, entertainers, entrepreneurs, corporate executives, celebrities, and retirees are among Jeff’s clientele.

Jeffrey Fratarcangeli

  • category
    Finance
  • Views
    158
  • Reviews
    21

2.7

trust score

1.5

brand audit

2.3

user’s score

21

user reviews

Medium risk
NameJeffrey Fratarcangeli Focus AreasWealth Management Founder & CEO of Fratarcangeli Wealth Management Allegations of Negligence Yes
Allegations of Harassment No Sued by Clients Yes Brand Impact Low Search Visibility Medium
GenderMale Faced LawsuitYes Risk Factor0.75 Net WorthUnknown
Suspicious ClaimsYes Allegations of FraudYes X (Twitter)@Jeffrey Fratarcangeli Linkedin@Jeffrey Fratarcangeli
An overview on Jeffrey Fratarcangeli
Jeff is the CEO and founder of the widely recognized wealth management company Fratarcangeli Wealth Management. Jeff has assembled a highly effective staff that maintains the best levels of customer service. By providing extraordinary value to their clients, he and his team aim to be positive outliers. Jeffrey Fratarcangeli has many years of experience are crucial in helping clients make cold-blooded choices. Protecting client assets both before and during market turbulence is a common objective at Fratarcangeli Wealth Management. This ensures that families maintain and increase their wealth throughout their prearranged time horizon. The group creates goal-based investment plans for multigenerational asset transfers and regularly assesses the equities and fixed-income markets. They also rebalance portfolios as necessary. Our unmatched dedication to our clients is backed by a carefully selected group of white-glove concierge employees, exceptional client service associates, and committed relationship managers. Offering the greatest caliber of professionalism, the group establishes a family office framework and service approach.
User score
2.3
Trust
experience
service
ethics
Pros
  • Several years of experience
  • Transparent leadership
Cons
  • Sued by clients multiple times
  • Received serious allegations
  • Suspicious marketing claims
  • Faced Lawsuit
3 RED FLAGS FOR Jeffrey Fratarcangeli

Jeffrey Fratarcangeli has a consumer rating of 2.3 stars from 21 consumer complaints and reviews indicating that most customers are NOT satisfied with their experience. Consumers unhappy with Jeffrey Fratarcangeli most frequently mention bad support and high costs.

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critical intel on Jeffrey Fratarcangeli

Over $500k Lawsuit Against Jeffrey Fratarcangeli by a client

Here, the customer alleged unsuitable investment recommendations, misrepresentation and omission of material facts between April 2011 to July 2012. The alleged damages in this case were $527,724.60.

Posted on2012 SERPNone DamagesOver $500,000 PlaintiffAnonymous Client
DefendantJeffrey Fratarcangeli Regulatory Authority #1CFTC Regulatory Authority #2FINRA Regulatory Authority #3SEC
Allegation #1Misrepresentation Allegation #2Omission of Facts Allegation #3Unsuitable Recommendations Brand ImpactLow
FINRA Office of Dispute Resolution

Jeffrey Fratarcangeli requested the erasure of customer complaints about a previous arbitration (No. 10-02777) in FINRA Case No. 18-01523. Respondent offered defenses but consented to expungement. Respondent did not contest, despite having participated. There was no involvement of customers. Considering the settlement terms and the claimant’s lack of participation, the panel recommended expungement. The expunction was supported by evidence, but judicial approval was needed. The panel determined that the claim was factually incorrect under Rule 2080. There was no obligation on the claimant’s part to settle, indicating bogus claims. According to the arbitration rules, fees were imposed, and the respondent had to pay certain fees. The panel’s ruling, which recommended expungement and dismissed bogus claims while allocating fees appropriately, generally supported the claimant.

Claimant Jeffrey Fratarcangeli Case Number 18-0152 Respondent #1 Merrill Lynch Respondent #2Pierce
Respondent #3Fenner & Smith, Inc. Hearing Site Detroit, Michigan LanguageEnglish SERP>10
Brand Impact Low SERP None Brand Impact Medium Search Visibility Low
Content TypeLawsuit Source Reliability Very High

Top 3 negative keyword association :

  • Lawsuit
  • Avoid
  • Unfair
Arbitration Statement

In an April 2018 FINRA Arbitration Statement of Claim, the associated person Claimant Jeffrey Fratarcangeli asked for the removal of settled customer complaints, Occurrence Numbers 1519054 and 1517905, to which the Claimant had not economically played a role. Respondent Merrill Lynch asserted affirmative defenses but did not challenge the expungement. The consumers were informed, but they did not show up for the hearing. Citing a conclusion made by FINRA Rule 2080 that the customers’ claims were manifestly false, factually implausible, and erroneous, the FINRA Arbitration Panel recommended expungement. The Respondent settled for commercial reasons, and the Panel found that the hedge fund products in question were never marketed or transferred through the Respondent. Notably, in the underlying arbitration, Fratarcangeli was not listed as a respondent. In his case commentary, Bill Singer emphasized Fratarcangeli’s prior job history and revealed resolved client issues that transpired while he was employed at Merrill Lynch but were resolved without Fratarcangeli’s financial input.

Posted onJanuary 28, 2019 Content Type News article SERP None Source Reliability Very High
Brand Impact Low Search Visibility Low RespondentMerrill Lynch ClaimantJeffrey Fratarcangeli
Resolved Client IssuesYes FINRA Arbitration Statement of Claim filedApril 2018 LanguageEnglish

Top 3 negative keyword association :

  • complaints
  • FINRA
  • client issues

21 Comments

Jeffrey Fratarcangeli has a consumer rating of 2.3 stars from 21 consumer complaints.
  1. trust
    1
    Experience
    1.5
    Service
    1.5
    ethics
    1

    Since I have been Jeffrey Fratarcangeli’s client, I have encountered a great deal of difficulty with the services that he provides. It has been a continual failure on his part to be upfront and receptive to my requirements. Taking into consideration the relevant circumstances, I have my doubts about the legitimacy of his attempts to seek expungement and file counterclaims.

  2. trust
    1
    Experience
    1.5
    Service
    1
    ethics
    1.5

    Jeffrey Fratarcangeli has always exhibited the highest level of professionalism in his work, and I have had the pleasure of working alongside him for a considerable amount of time. I do not doubt that he will be able to defend his name, as the charges that have been made against him appear to be completely out of character.

  3. trust
    5
    Experience
    5
    Service
    5
    ethics
    5

    Jeffrey Fratarcangeli has always exhibited the highest level of professionalism in his work, and I have had the pleasure of working alongside him for a considerable amount of time. I do not doubt that he will be able to defend his name, as the charges that have been made against him appear to be completely out of character.

  4. trust
    5
    Experience
    5
    Service
    5
    ethics
    5

    It was Jeff’s reputation as a leading financial advisor that initially led me to his practice. My experience dealing with him and his colleagues has exceeded my expectations, and I am grateful for that. The individualized approach and meticulous attention to detail that they provided helped assist me in accomplishing my financial goals.

  5. trust
    1
    Experience
    1.5
    Service
    1
    ethics
    2

    I have relied on Jeffrey Fratarcangeli as my financial counselor for many years, and I have never failed to take his suggestions seriously. I am, nevertheless, extremely concerned about the arbitration matters that have been brought before me. Even though I want to believe that he is innocent, I can’t shake off the worry that he may have been involved in some form of scam or misconduct.

  6. trust
    5
    Experience
    5
    Service
    5
    ethics
    5

    I have had the opportunity to work with Jeffrey Fratarcangeli in the past, and it is difficult for me to imagine that he would be involved in any kind of fraud. When it comes to his interactions with customers, he has never failed to be truthful and forthright. I do not doubt that he will escape from these arbitration cases without any injuries.

  7. trust
    2
    Experience
    1.5
    Service
    1.5
    ethics
    0.5

    In the past, I have sought the advice of Jeffrey Fratarcangeli; nevertheless, right now, I have some reservations regarding his honesty. However, the fact that he is involved in arbitration proceedings creates suspicions, although he has been honest in the past. I am not certain that he will emerge from this situation undamaged.

  8. trust
    1.5
    Experience
    3
    Service
    1.5
    ethics
    2.5

    He shouldn’t be allowed to run a wealth management company after facing so many lawsuits.

  9. trust
    1.5
    Experience
    1.5
    Service
    2
    ethics
    1.5

    It is to the panel’s credit that they conducted a comprehensive review before arriving at their conclusion. Their dedication to fairness is demonstrated by the fact that they rejected the false allegations and suggested that the exoneration be carried out. It was a favorable outcome for everyone who was involved namely Jeffrey Fratarcangeli.

  10. trust
    5
    Experience
    5
    Service
    5
    ethics
    5

    I am surprised to learn about the arbitration cases that involve Jeffrey Fratarcangeli, given his reputation as a trustworthy financial advisor. I have heard about these situations on multiple occasions. How he resolves the matter and clears his name is something that I am looking forward to seeing.

  11. trust
    1.5
    Experience
    1.5
    Service
    2
    ethics
    1.5

    I have known Jeffrey Fratarcangeli for many years, and throughout that time, he has consistently been a reliable and conscientious financial counselor. It is disappointing to find out about the arbitration cases; but I am convinced that he will handle them with the utmost professionalism and integrity.

  12. trust
    1.5
    Experience
    1.5
    Service
    1
    ethics
    2

    I have known Jeffrey Fratarcangeli for a considerable amount of time; however, as of late, I have been having reservations regarding his honesty as a financial counselor. It would appear that the claims that have been made against him have some basis in reality, and I am concerned about his capacity to clear his name and continue to preserve the trust of his clientele.

  13. trust
    1
    Experience
    1.5
    Service
    2
    ethics
    1.5

    I am aware of the arbitration cases that include Jeffrey Fratarcangeli, and it is disheartening to learn about them because of his reputation as a trustworthy financial advisor. Both how he manages the matter and the extent to which he can successfully clear his name are of importance to me.

  14. trust
    1.5
    Experience
    1.5
    Service
    1
    ethics
    2

    The decision that was reached in the arbitration dispute has left everyone feeling extremely content. Having my past customer complaints removed from my record has provided me with a sense of relief and helped me regain my faith in the legal and financial system. The panel deserves praise for making a decision that is both fair and just.

  15. trust
    5
    Experience
    5
    Service
    5
    ethics
    5

    My family and I have benefited tremendously from the work that Jeff and his staff have done. The all-encompassing strategy that they use for financial planning has instilled confidence in us regarding our future financial situation. Jeff is someone who I would strongly recommend to anyone who is looking for competent financial counsel.

  16. trust
    5
    Experience
    5
    Service
    5
    ethics
    5

    I have never experienced any problems with the services that Jeffrey Fratarcangeli has provided to me as a client. As far as I can tell, he has always been honest and attentive to my requirements. Based on the circumstances, I feel that his efforts to seek expungement and file counterclaims are appropriate and warranted consideration.

  17. trust
    1.5
    Experience
    2
    Service
    1.5
    ethics
    1.5

    An outcome that was fair and just was the panel’s decision to recommend that the record be expunged. The fact that they rejected claims that lacked any basis, in reality, is a heartening example of how they protected the integrity of the arbitration process. It is impossible to overstate the importance of Jeffrey Fratarcangeli’s initiative in this situation.

  18. trust
    1
    Experience
    1.5
    Service
    2
    ethics
    1

    The professionalism and effectiveness that was displayed throughout the entire process is something that I am grateful for as a respondent in the arbitration. A well-rounded strategy for settling disagreements is shown in the fact that the complaints were removed from the record and that payments were distributed following the regulations.

  19. trust
    1.5
    Experience
    1.5
    Service
    1
    ethics
    2

    Regarding Jeffrey Fratarcangeli’s standing in the business of finance, I have never been entirely convinced of his credibility. The accusations that have been made against him are very troubling, and I have substantial doubt that he will be able to prove that he is innocent or not.

  20. trust
    1.5
    Experience
    2
    Service
    1.5
    ethics
    1

    The fact that the complaints were removed from the record is, in my opinion, evidence that the panel is dedicated to being fair and giving accurate information. These individuals have demonstrated a high level of expertise and integrity by choosing to suggest expungement, which is supported by evidence and per the guidelines.

  21. trust
    0.5
    Experience
    1.5
    Service
    2
    ethics
    1.5

    I’ve had the opportunity to collaborate with Jeffrey Fratarcangeli on multiple occasions, and I must admit that I’ve observed certain conduct that is cause for concern. Considering his previous behavior, the charges that have been made against him are not surprising, and I have a strong doubt that he will be able to adequately defend himself from these allegations.

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