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ALLEN v. FIDELITY BROKERAGE SERVICES LLC

23-cv-9369 (JSR).

711 F.Supp.3d 219 (2024)

Lynn Michelle ALLEN, as Fiduciary of the Estate of William Tyler Allen, deceased, also known as L. Michelle Allen, Plaintiff, v. FIDELITY BROKERAGE SERVICES LLC and Interactive Brokers LLC, Defendants.

United States District Court, S.D. New York.

Signed January 12, 2024.

Attorney(s) appearing for the Case

Adam D. Glassman, The Law Office of Adam D. Glassman, PC, Lloyd Harbor, NY, for Plaintiff.

Daniel B. Tehrani, Morgan Lewis & Bockius LLP, New York, NY, Jeff Goldman, Luis Felipe Escobedo, Timothy P. Burke, Morgan, Lewis & Bockius LLP, Boston, MA, for Defendant Fidelity Brokerage Services LLC.

James J. Regan, Justin Joseph D'Elia, Duane Morris, LLP, New York, NY, for Defendant Interactive Brokers LLC.

OPINION AND ORDER

On September 29, 2023, plaintiff Lynn Michelle Allen, on behalf of the estate of her deceased son William Tyler Allen, filed a verified complaint in New York County Supreme Court against defendants Fidelity Brokerage Services LLC ("Fidelity") and Interactive Brokers LLC ("Interactive...

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