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Investors Seek $4.5 Million in Dispute with Youssef Zohny

Securities Lawyer Jonathan Kurta
By: Jonathan Kurta Author
September 29, 2025 at 10:24pm

Youssef Zohny (CRD #: 6759406), a broker registered with Morgan Stanley, is the subject of a pending dispute, according to his BrokerCheck record, accessed on September 1, 2025. Read on for more information about his alleged conduct as a broker.

Investor Dispute

On June 17, 2025, multiple investors filed a dispute alleging that Youssef Zohny implemented an investment strategy in their managed accounts from June 2024 to April 2025 that differed from what they had discussed with regard to their investment goals and asset allocation.

The clients seek $4.5 million in damages in this pending dispute.

FINRA Rule 2111

FINRA Rule 2111 requires that brokers tailor their investment recommendations to an investor’s profile, which describes characteristics such as their risk tolerance, tax status, and age.

Investors who rely on brokers for recommendations may be able to recover their losses by seeking out FINRA arbitration.

FINRA Rule 2010

FINRA Rule 2010 holds brokers to high standards of commercial honor and just and equitable principles of trade.

Background Information

Youssef Zohny has passed the following exams:

  • Securities Industry Essentials Examination – SIE
  • General Securities Representative Examination – Series 7
  • Uniform Combined State Law Examination – Series 66

Youssef Zohny is a registered broker in 20 states and a registered investment adviser in California and Texas.

Kurta Law Can Help

If you worked with Youssef Zohny and you have concerns about your investments, please contact us today at 877-600-0098 or info@kurtalawfirm.com for a free consultation.

For over 20 years, Kurta Law has advocated on behalf of investors who want to recover their investment losses from brokers and brokerage firms. Kurta Law is a nationally recognized law firm that exclusively represents investors against brokers and brokerage firms on a contingency basis. This means that the firm only earns a fee if our securities attorneys recover money on your behalf. 

 

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