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Current Investigations

Julie Morowitz Allegedly Makes Material Misrepresentations

November 7, 2018

The law firm of Oakes & Fosher is presently investigating the alleged misconduct of securities broker Julie Morowitz. According to her publicly available FINRA BrokerCheck report, Julie Morowitz has been the subject of a customer dispute.

Julie Morowitz is a New York-based securities broker. She has worked in the securities industry for twenty-three years. During her career, she has been registered with three different securities firms.

Her Registrations


  • E.F. Hutton & Company (1987-1988)

  • Fahnestock & Co. (1988-1992)

  • David Lerner Associates (2001-Present)


The Allegations

In January 2018, a customer alleged that Julie Morowitz was complicit in making material misrepresentations and omissions. This case is currently pending. The customer is seeking $500,000 in damages.

Oakes & Fosher Can Help

Many investors are unaware of the legal recourse available to them after losing money due to securities broker fraud and/or negligence. The truth is that investors who have lost money in this fashion may actually be entitled to damages.

Oakes & Fosher dedicates its entire career to helping investors across the nation. If you, or someone you know, have lost money investing with Julie Morowitz, please contact Oakes & Fosher for a free and private consultation.

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