Marc Duda Geneos Wealth Management

We are currently investigating the actions of Marc Duda, a former financial advisor with Geneos Wealth Management since August of 2005. According to our investigation and the clients we’ve spoken with, Mr. Duda was raising money for Capistrano Beach Funding Corporation Notes (638 Camino De Los Mares Suite H130-454, San Clemente, CA, 92673). In reality, the funds were apparently being converted for other purposes. Clients of Geneos who invested in the Capistrano Notes have sustained a complete loss. Mr. Duda was terminated from his firm on August 1 “when the firm learned that he was under investigation by the FBI for allegedly taking money from clients.” Mr. Duda was converting these funds for his own personal use.

Our arbitration claims and lawsuits are targeted against Geneos Wealth Management for their level of supervision of Mr. Duda.