Alvery Bartlett investigation into oil and gas private placements
The securities attorneys at The Law Office of David Liebrader have opened an investigation into the securities related conduct of Alvery Bartlett a registered representative formerly with Berthel Fisher and Company, now with Arête Wealth Management.
The pending customer dispute that gives rise to the investigation concerns a number of high risk private placements into oil and gas investments, as well as private equity, including Nytrox and the Alvery Bartlett Hedge Fund. Mr. Bartlett recommended these illiquid, high commission investments that were supposed to provide income and a safe return of principal. Instead, due to an over concentration into these programs, the customer suffered substantial losses. Among the investments at issue are: Atlas Oil and Gas, Noble Access Fund, PDC Energy, Strategic Energy Income Fund, and Waveland Drilling Partners.