{"id":31019,"date":"2025-07-15T20:24:57","date_gmt":"2025-07-16T01:24:57","guid":{"rendered":"https:\/\/www.investorlawyers.com\/blog\/?p=31019"},"modified":"2025-07-15T20:24:57","modified_gmt":"2025-07-16T01:24:57","slug":"selling-away-lawyers-ssek","status":"publish","type":"post","link":"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/","title":{"rendered":"Selling Away Lawyers"},"content":{"rendered":"

Former Customer of Ex-Merrill Lynch Broker Greg Whelan Alleged Selling Away Losses. <\/strong>Our Selling Away Lawyers Are Investigating\u00a0<\/strong><\/p>\n

Selling away<\/a> can lead to serious investor losses. At Shepherd Smith Edwards and Kantas\u00a0(investorlawyers.com<\/a>), our Selling Away Lawyers\u00a0are speaking to former customers of financial advisor Gregory DePaul Whelan who have experienced portfolio losses that they suspect may involve investments that were never approved by his then-brokerage firm Merrill Lynch, Pierce, Fenner & Smith.<\/p>\n

Greg Whelan, who is now a Kovack Securities registered representative, resigned from Merrill Lynch last year following allegations of selling away and conflicts of interest. His\u00a0CRD<\/a>\u00a0notes that at least one customer dispute alleging selling away, unsuitability, and misrepresentations that was filed concluded with a $3.5M settlement. Whelan denies wrongdoing.<\/p>\n

Continue Reading \u203a<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"

Former Customer of Ex-Merrill Lynch Broker Greg Whelan Alleged Selling Away Losses. Our Selling Away Lawyers Are Investigating\u00a0 Selling away can lead to serious investor losses. At Shepherd Smith Edwards and Kantas\u00a0(investorlawyers.com), our Selling Away Lawyers\u00a0are speaking to former customers of financial advisor Gregory DePaul Whelan who have experienced portfolio losses that they suspect may […]<\/p>\n","protected":false},"author":2,"featured_media":31020,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":""},"categories":[3762,4055,3955],"tags":[4850,4928],"class_list":["post-31019","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-current-investigations","category-featured-investigation","category-selling-away","tag-broker-fraud-lawyers","tag-selling-away-lawyers"],"yoast_head":"\nSelling Away Lawyers\u00a0<\/title>\n<meta name=\"description\" content=\"Former Customer of Ex-Merrill Lynch Broker Greg Whelan Alleged Selling Away Losses. Our Selling Away Lawyers Are Investigating\u00a0\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Selling Away Lawyers\u00a0\" \/>\n<meta name=\"twitter:description\" content=\"Former Customer of Ex-Merrill Lynch Broker Greg Whelan Alleged Selling Away Losses. Our Selling Away Lawyers Are Investigating\u00a0\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2025\/07\/Selling-Away-Lawyers-ssek.jpg\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Shepherd Smith Edwards & Kantas, LLP\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Selling Away Lawyers\u00a0","description":"Former Customer of Ex-Merrill Lynch Broker Greg Whelan Alleged Selling Away Losses. Our Selling Away Lawyers Are Investigating\u00a0","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/","twitter_card":"summary_large_image","twitter_title":"Selling Away Lawyers\u00a0","twitter_description":"Former Customer of Ex-Merrill Lynch Broker Greg Whelan Alleged Selling Away Losses. Our Selling Away Lawyers Are Investigating\u00a0","twitter_image":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2025\/07\/Selling-Away-Lawyers-ssek.jpg","twitter_misc":{"Written by":"Shepherd Smith Edwards & Kantas, LLP","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/#article","isPartOf":{"@id":"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/"},"author":{"name":"Shepherd Smith Edwards & Kantas, LLP","@id":"https:\/\/www.investorlawyers.com\/blog\/#\/schema\/person\/e0240e0754684b69f7d6a7de1b9f1431"},"headline":"Selling Away Lawyers","datePublished":"2025-07-16T01:24:57+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/"},"wordCount":473,"image":{"@id":"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2025\/07\/Selling-Away-Lawyers-ssek.jpg","keywords":["Broker Fraud Lawyers","Selling Away Lawyers"],"articleSection":["Current Investigations","Featured Investigation","Selling Away"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/","url":"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/","name":"Selling Away Lawyers\u00a0","isPartOf":{"@id":"https:\/\/www.investorlawyers.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/#primaryimage"},"image":{"@id":"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2025\/07\/Selling-Away-Lawyers-ssek.jpg","datePublished":"2025-07-16T01:24:57+00:00","author":{"@id":"https:\/\/www.investorlawyers.com\/blog\/#\/schema\/person\/e0240e0754684b69f7d6a7de1b9f1431"},"description":"Former Customer of Ex-Merrill Lynch Broker Greg Whelan Alleged Selling Away Losses. Our Selling Away Lawyers Are Investigating\u00a0","breadcrumb":{"@id":"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/#primaryimage","url":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2025\/07\/Selling-Away-Lawyers-ssek.jpg","contentUrl":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2025\/07\/Selling-Away-Lawyers-ssek.jpg","width":600,"height":400,"caption":"Selling Away Lawyers\u00a0"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investorlawyers.com\/blog\/selling-away-lawyers-ssek\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.investorlawyers.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Selling Away Lawyers"}]},{"@type":"WebSite","@id":"https:\/\/www.investorlawyers.com\/blog\/#website","url":"https:\/\/www.investorlawyers.com\/blog\/","name":"Investor Lawyers Blog","description":"Published By Investment Fraud Attorneys \u2014 Shepherd Smith Edwards & Kantas, LLP","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investorlawyers.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.investorlawyers.com\/blog\/#\/schema\/person\/e0240e0754684b69f7d6a7de1b9f1431","name":"Shepherd Smith Edwards & Kantas, LLP","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/c7f8f04990816cd4044977eb59908da8c8d1ae487cc919cebd7027b74a0740a3?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/c7f8f04990816cd4044977eb59908da8c8d1ae487cc919cebd7027b74a0740a3?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c7f8f04990816cd4044977eb59908da8c8d1ae487cc919cebd7027b74a0740a3?s=96&d=mm&r=g","caption":"Shepherd Smith Edwards & Kantas, LLP"},"sameAs":["https:\/\/www.investorlawyers.com\/"]}]}},"jetpack_featured_media_url":"https:\/\/www.investorlawyers.com\/blog\/wp-content\/uploads\/2025\/07\/Selling-Away-Lawyers-ssek.jpg","jetpack_shortlink":"https:\/\/wp.me\/pedX9K-84j","_links":{"self":[{"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/posts\/31019","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/comments?post=31019"}],"version-history":[{"count":1,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/posts\/31019\/revisions"}],"predecessor-version":[{"id":31021,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/posts\/31019\/revisions\/31021"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/media\/31020"}],"wp:attachment":[{"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/media?parent=31019"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/categories?post=31019"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investorlawyers.com\/blog\/wp-json\/wp\/v2\/tags?post=31019"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}