Priority Income Fund Investors May Be Looking At An 80% Loss

Published on: August 27, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Contact Our Closed-End Fund Loss Recovery Attorneys Today

Priority Income Fund has reportedly lost nearly 80% of its original value due to defaults and distressed exchanges in its high-risk collateralized loan obligation (CLO) holdings. In response to heavy investor losses, the law firm Shepherd Smith Edwards and Kantas is offering free case assessments to help retail investors pursue recovery claims against brokers who unsuitably recommended or misrepresented the fund.

Shepherd Smith Edwards and Kantas (investorlawyers.com) is offering free assessment to investors who suffered losses in Priority Income Fund. This closed-end fund is a risky private investment that should never have been sold to retail investors. Now, it has reportedly lost 79-80% of its original value. Its initial offering price was $15.00, with its current value as of July 31, 2026 at $3.15. A July 2026 tender led to heavy oversubscription. This offer prorated repurchases to around 15.23% of the shares requested.

Did Ex-Morgan Stanley Broker Theodore Byrer Ignore Your Best Interests When By Recommending an Unsuitable Trading Strategy?

Published on: August 22, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Our Stockbroker Fraud Lawyers Are Investigating Claims Of Losses By His Former Customers Involving Options Trading, Unauthorized Trading, and More

The law firm Shepherd Smith Edwards and Kantas broker misconduct lawyer group is investigating investor loss claims against former Morgan Stanley broker Theodore Byrer, who was suspended by FINRA for unauthorized trading and unsuitably recommending risky options trading strategies to unsophisticated clients. Affected investors who suffered financial losses due to Byrer’s alleged misconduct are encouraged to seek a free consultation to explore potential recovery options through legal action against his former brokerage firm.

Shepherd Smith Edwards and Kantas broker misconduct lawyer team (investorlawyers.com) are speaking to investors who suffered losses while working with now suspended former financial advisor Theodore William Byrer. Morgan Stanley fired him in 2023 following allegations of unauthorized trading in customer accounts. Byrer went on to become an International Assets Advisory broker until 2024.

Brokers Under Scrutiny For Selling Phoenix American Hospitality REITs

Published on: August 10, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Questions of Stockbroker Misconduct After SEC Hotel Investment Fund Manager Raises $86M From 2000 Investors

Dallas-based Phoenix American Hospitality and president William Lee “Perch” Nelson were charged by the SEC with fraudulently raising $86M from 2,000 investors through misleading Regulation A REIT claims. Affected investors can work with a qualified Broker Fraud Attorney to pursue FINRA arbitration against financial advisors who unsuitably recommended or misrepresented these risky real estate investments.

Shepherd Smith Edwards and Kantas Broker Fraud Attorney teams (investorlawyers.com) are looking into claims of investor losses involving Phoenix American Hospitality. The Dallas-based hotel investment fund manager and its president William Lee “Perch” Nelson are accused of fraud by the US Securities and Exchange Commission (SEC) related to two Regulation A investment funds: American Hospitality Properties REIT I and REIT II.

Did DFPG Investments Broker Brian King Sell You EcoVest Capital Syndicated Conservation-Easements?

Published on: August 5, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Our Broker-Dealer Fraud Lawyers Are Investigating Investor Losses

Our Broker-Dealer Fraud Lawyers are investigating DFPG Investments advisor Brian Ashley King and other brokers for allegedly selling unsuitable EcoVest Capital Syndicated Conservation Easements to investors. These high-risk private placements, targeted by the DOJ and IRS as alleged tax scams, have left retail investors facing severe principal losses, back taxes, and penalties.

If you were an investor whose financial advisor marketed and sold you EcoVest Capital Syndicated Conservation Easement (SCE) that led to you sustaining serious losses, Shepherd Smith Edwards and Kantas Broker-Dealer Fraud Lawyers (investorlawyers.com) want to talk to you. There are growing concerns that these private placements were unsuitably marketed by brokers to customers, including retail customers. The Internal Revenue Service has placed SCEs on its Dirty Dozen list of alleged tax scams.

For Velocis Fund III Investors, Suing Your Broker May Be The Way To Recoup Your Losses

Published on: July 21, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Our Investment Loss Recovery Law Firm Wants To Talk To You

Shepherd Smith Edwards and Kantas is investigating brokerage firms, including RBC Capital, for unsuitably recommending Velocis Fund III—a speculative, illiquid commercial real estate private equity fund—to retail investors and retirees. Because market headwinds and high interest rates have heavily impacted the fund’s assets, affected investors are being encouraged to explore legal recovery options against the broker-dealers who failed to perform proper due diligence or adequately disclose risks.

Once again, Shepherd Smith Edwards and Kantas Broker Negligence Attorneys (investorlawyers.com) are putting out a call to investors who suffered losses in Velocis Fund III. This is a speculative investment that should not have been sold to retail customers, inexperienced investors, and retirees. Unfortunately, there are brokers that have done exactly that, unsuitably recommending this high-risk real estate investment fund to clients.

Are You An Investor Who Suffered Investment Losses in the First Liberty Building & Loan Ponzi Scam?

Published on: July 21, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Our Broker Misconduct Attorneys Can Explore Your Legal Options With You

The Securities and Exchange Commission (SEC) and federal prosecutors charged First Liberty Building & Loan owner Edwin Brant Frost IV with operating a $140 million Ponzi scheme that targeted hundreds of retail investors with promises of high-return, low-risk loans. Law firm Shepherd Smith Edwards and Kantas is actively investigating financial firms and brokers who sold these investments without proper supervision, helping victims explore legal options like FINRA arbitration to recover their losses.

Shepherd Smith Edwards and Kantas Broker Misconduct Attorneys (investorlawyers.com) are investigating claims of losses related to First Liberty Building & Loan. Last year, the US Securities and Exchange Commission (SEC) filed charges accusing the Georgia-based lender and owner Edwin Brant Frost IV of running a $140M Ponzi scam.

Are You An Investor Who Suffered Losses While Working With Spartan Capital Securities?

Published on: June 23, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Our Broker Fraud Lawyers Are Investigating Churning Allegations That May Have Cost Customers Millions of Dollars

The Financial Industry Regulatory Authority (FINRA) has filed a complaint against Spartan Capital Securities over allegations of extensive account churning that resulted in nearly $18 million in customer losses and trading costs. Investors who suffered financial damage from this excessive trading can work with the firm’s experienced churning attorneys to pursue legal options and recover their losses.

If you are an investor who sustained portfolio losses while working with a Spartan Capital Securities financial advisor, contact Shepherd Smith Edwards and Kantas (investorlawyers.com) today to schedule your free case assessment. The broker-dealer is under scrutiny over churning allegations in customer accounts.

Shepherd Smith Edwards and Kantas Provides Quality Securities Fraud Representation Against Financial Advisors

Published on: June 23, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Kentucky Regulation Best Interest Investor Law Firm

The law firm Shepherd Smith Edwards and Kantas offers legal representation for Kentucky investors seeking to recover portfolio losses caused by brokers who violated the SEC’s Regulation Best Interest standard. While investors cannot sue in civil court for these violations, the firm helps clients file for financial recovery through FINRA arbitration on a contingency basis.

Shepherd Smith Edwards and Kantas (investorlawyers.com) works with investors throughout the Bluegrass State to recoup portfolio losses from their brokerage firms, which prioritised their own interests over those of their customers. Contact our Lexington, KY, Regulation Best Interest law firm today so that we can help you explore your legal options.

Did You Suffer Easterly ROCMuni High Income Municipal Bond Fund Losses While Working With Janney Montgomery Scott Broker John Hardiman?

Published on: June 4, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Our Broker Fraud Lawyers Want To Talk To You

The Broker Fraud Lawyers of Shepherd Smith Edwards and Kantas is investigating Janney Montgomery Scott financial advisor John Thomas Hardiman following the filing of a six-figure FINRA lawsuit involving massive losses in the Easterly ROCMuni High Income Municipal Bond Fund. The claim, filed on behalf of an elderly widow, alleges that Hardiman unsuitably overconcentrated her portfolio in speculative “junk” bond funds despite her conservative investment goals.

If you are an Easterly ROCMuni High Income Municipal Bond Fund investor who worked with Janney Montgomery Scott financial advisor John Thomas Hardiman, contact Shepherd Smith Edwards and Kantas (investorlawyers.com) today. We are continuing to investigate claims of losses against any financial advisor who sold the Easterly Fund to customers. Already, we have filed many FINRA lawsuits against brokerage firms.

Attn: Investors Who Suffered Serious Losses While Working With Rockefeller Financial Broker Shay Scruggs

Published on: May 18, 2026 | by Shepherd Smith Edwards & Kantas, LLP

Shepherd Smith Edwards and Kantas Want To Help You Explore Your Legal Options

The law firm of Shepherd Smith Edwards and Kantas is investigating Rockefeller Financial broker Shay Scruggs following a $1M FINRA lawsuit alleging unsuitable investment recommendations. Investors who suffered portfolio losses due to unsuitability or mismanagement are encouraged to contact the firm’s experienced Broker Fraud Lawyers to explore their options for financial recovery.

If you are an investor who suffered serious portfolio losses while working with Rockefeller Financial registered representative Shay W. Scruggs, our broker misconduct lawyers want to talk to you.