Robert O’Braitis Has Been Involved in Investor Disputes

Robert O’Braitis (CRD# 2124486[1]), a broker registered with Cambridge Investment Research, mismanaged customers’ accounts, according to a recent, denied investor dispute. MDF Law is investigating the Lansdowne, Virginia-based financial professional for similar conduct. Investors with concerns about their accounts should reach out to our firm for a free consultation about potential recovery options.

This post contains additional information about the disputes involving Mr. O’Braitis, the president of Landsdowne Private Wealth Management. The details below are sourced from his BrokerCheck profile, a Financial Industry Regulatory Authority record examined on January 16, 2025. 

Firms Denied Investors’ Allegations

Between 2016 and 2024, three parties of investors lodged disputes involving Mr. O’Braitis that his member firms denied. These disputes included allegations that he made unsuitable recommendations, misrepresented and omitted material facts, and mismanaged IRA accounts. Between them, the claims sought $217,085 in alleged damages before they were denied by his current or former member firms.

Firm Settled Past Dispute

The above-described investor disputes are not the only ones in Mr. O’Braitis’ past. As his BrokerCheck profile reflects, another investor lodged a claim involving him in 1999. In this case, the dispute included allegations that he mishandled the account. His former member firm settled the allegations for $62,500.

1994 Claim Alleged Misrepresentation, Fraud

Even before the 1999 dispute, another investor filed a claim involving Mr. O’Braitis in 1994. This dispute laid out allegations of misrepresentation and omission of facts, suitability violations, negligence, fraud, and breach of contract. The allegations evolved into an arbitration proceeding before an NASD panel, which issued an award to the claimant totaling $19,280.

What Is Landsdowne Private Wealth Management?

As his BrokerCheck profile reflects, Mr. O’Braitis is the president and chief investment strategist of Lansdowne Private Wealth Management. That firm’s website[2] features a section outlining its mission to help investors “take a proactive approach” to their finances. “We serve as our clients’ personal Chief Financial Officer, and ensure their overall financial goals are met in a responsible way,” the section reads, through the combination of comprehensive financial planning, active portfolio management, and risk mitigation.”

FINRA: Robert O’Braitis Based in Landsdowne, Virginia

Robert O’Braitis started working as a broker in 1991, when he registered with F.N. Wolf & Company. He went on to work with firms like Prudential Securities, ING Financial Partners, and AXA Advisors. He joined his current broker-dealer firm, Cambridge Investment Research, in 2014. Still at the firm today, he is based at its office in Lansdowne, Virginia. Boasting 33 years of experience as a broker, he has completed five industry exams, including the Series 24 and the Series 65.

Call MDF Law to Discuss Your Recovery Options

Have you lost money on investments recommended by Robert O’Braitis or Lansdowne Private Wealth Management? The seasoned investment fraud lawyers[3] at MDF Law may be able to help you recover losses. Boasting decades of experience advocating for investment fraud victims, our attorneys have secured more than $100 million in recoveries. We take cases on a contingency basis and offer free consultations to investors nationwide. Call 800-767-8040 to discuss your case today.