Last Updated: August 2025 – San Francisco, CA
Here’s what you need to know about San Francisco, CA stockbroker Youssef A. Zohny:
- Name: Mr. Youssef A. Zohny
- CRD Number: 6759406
- Current Employer: Morgan Stanley
- Primary Location: San Francisco, CA
- Function: Stockbroker / Financial Advisor
- Registered With: 4 Self-Regulatory Organizations, 20 U.S. States and Territories
- Passed Exams: Securities Industry Essentials, Series 7, Series 66
- Can Youssef A. Zohny be sued in FINRA arbitration? Yes
- Sanctioned by FINRA? No
- Pending Customer Dispute seeks damages of: $4,500,000
If you’ve sustained damages from Mr. Zohny, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Youssef A. Zohny As Your Stockbroker?
Youssef A. Zohny, a broker registered with Morgan Stanley in San Francisco, CA, is currently the subject of a pending customer dispute. On June 16, 2025 (FINRA Case No. 25-01252), claimants filed a FINRA arbitration alleging that the investment strategy implemented in their managed accounts between June 2024 and April 2025 was not what they had agreed to when they discussed their investment goals and asset allocation with Mr. Zohny.
The claimants seek $4,500,000 in damages, and the products involved include Direct Participation Programs (DPPs) and Limited Partnership (LP) Interests, as well as listed equities and exchange-traded funds.
Allegations of Broker Misconduct Against Youssef A. Zohny
- Failure to follow agreed-upon investment strategy and asset allocation
- Unsuitable recommendations for DPPs, LP Interests, listed equities, and Exchange Traded Funds (ETFs)
Firms Have a Duty to Supervise their Financial Advisors (FINRA Rules 3110 & 2090) Brokers and their firms have a duty to comply with the FINRA suitability rule which requires that they have a reasonable basis to believe that a recommendation is suitable for the customer.
FINRA Rule 2111- suitability -Regulation Best Interest
Recover Your Investment Losses Now With Rex Securities Law
Investigations of Other Morgan Stanley Brokers
If you have suffered investment losses in an account handled by Youssef A. Zohny, 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.