Cases / Investment funds & advisory
ClearPath Wealth Management LLC
Patrick Churchville
This entry summarizes public reporting and government filings. Charges and civil complaints are allegations unless a court has entered a conviction or judgment — check the source for the current status.
- Company / entity
- ClearPath Wealth Management LLC
- Industry
- Investment advisory fund
- How investors were recruited
- Advisory clients
- Pitch & red flags
- Investments "purported to yield an approximat[e] 30% return after 16 months"; paid earlier investors with new money described as "the return on their investment"; told new clients earlier investments "had been a success"
Pitch phrases from this case
- “had been a success”
- “purported to yield an approximat[e] 30% return after 16 months”
- “the return on their investment”
Source
newyorksecuritieslawyersblog.com
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