Last Updated: June 2025 – Boca Raton, Florida
Here’s what you need to know about Boca Raton, FL, stockbroker Logan W. Shalmi:
- Name: Logan W. Shalmi
- CRD Number: 6206579
- Current Employer: Oppenheimer & Co. Inc.
- DBA: The Atlantic Group
- Primary Location: Boca Raton, FL
- Function: Stockbroker / Financial Advisor
- Can Logan Shalmi be sued in FINRA arbitration? Yes
- Sanctioned by FINRA? No
- Highest Reported Settlement or Award: $10,000
If you’ve sustained damages from Mr. Shalmi, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Logan Shalmi As Your Stockbroker?
A FINRA arbitration claim filed by a customer of Oppenheimer & Co. Inc. alleging that Logan Shalmi engaged in multiple violations between 2021 and 2023, including breach of fiduciary duty, breach of contract, negligence, and violations of FINRA rules. The claim alleged that Shalmi failed to follow investment goals and place sell orders related to a private placement of asset-backed debt products. The case settled for $10,000 in 12/2024.
Allegations of Broker Misconduct Against Logan Shalmi
The customer’s complaint alleges the following misconduct:
- Breach of Fiduciary Duty
- Violations of FINRA Rules
- Breach of Contract
- Negligence
- Failure to Follow Client Investment Objectives
Recover Your Investment Losses Now With Rex Securities Law
Investigations of other Oppenheimer & Co. brokers
If you have suffered investment losses in an account handled by Logan W. Shalmi, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis, meaning that you do not pay legal fees unless we are successful.