Monty Cerf, Broker with UBS Financial, Named in Multiple Customer Dispute Seeking Over $19M in Damages

Cerf’s customer disputes allege that he made unsuitable investment recommendations and made misrepresentations.

The Sonn Law Group is investigating allegations that Monty Cerf committed misconduct. If you or a family member has suffered losses investing, we want to discuss your case. Please contact us today for a free review of your case.

monty-cerf-multiple-customer-disputeWilliam Montgomery “Monty” Cerf (CRD#: 2269462) is currently registered as a broker and investment adviser with UBS Financial Services in New York, NY, where he has been employed since 2015. Previously, Cerf was registered as a broker and investment adviser with  Barclays Capital from 2008 until 2015. 

Cerf has seven disclosures on his BrokerCheck report.

July 2020 Customer Dispute


June 2020 Customer Dispute


February 2020 Customer Dispute


October 2019 Customer Dispute


September 2019 Customer Dispute


August 2019 Customer Dispute


Contact Us Today

The Sonn Law Group is currently investigating allegations that Monty Cerf recommended unsuitable investments. We represent investors in claims against negligent brokers and brokerage firms. If you or your loved one experienced investment losses, we are here to help. For a free consultation, please call us now at 866-827-3202 or complete our contact form.