KlaymanToskes Files $2.8M FINRA Claim Against Broker-Related Investments

ATLANTA, GA, UNITED STATES, October 6, 2026 /CourierPR/ -- KlaymanToskes, a national investment loss and securities law firm, has filed a $2.8 million FINRA arbitration claim against Strategic Financial Alliance and Green Vista Capital on behalf of a married couple who suffered significant financial losses and substantial tax-related damages. The case is FINRA Case No. 26-2133. The couple, who had no prior experience with conservation easements, invested in a series of syndicated conservation easements recommended by former broker Andrew Miles (CRD# 5986774).

The claim alleges that Miles, while associated with Strategic Financial Alliance and Green Vista Capital, recommended the investments, including those sponsored by EcoVest Capital. The investors were told the investments were legitimate, IRS-compliant transactions authorized by Congress to promote the preservation of land and natural resources. They were informed they could receive charitable contribution deductions of approximately four times the amounts invested, with these deductions supported by multiple independent appraisals.

However, the claim alleges that the brokerage firms failed to adequately investigate or disclose the investments’ substantial valuation, tax, audit, penalty, liquidity, concentration, and regulatory risks. When charitable contribution deductions associated with the investments were later challenged, reduced, or disallowed, the investors suffered approximately $2.8 million in damages, including investment losses, additional tax liabilities, IRS penalties, statutory interest, professional expenses, and lost investment opportunity.

KlaymanToskes, which currently represents multiple customers of Andrew Miles in claims involving EcoVest and other syndicated conservation easement investments, encourages investors who purchased conservation easements through Miles, Strategic Financial Alliance, or Green Vista Capital to contact the firm for a free and confidential consultation to discuss their potential recovery options. The Statement of Claim alleges that the investors trusted their financial professional and brokerage firms to determine whether these complex, tax-driven investments were legitimate and appropriate.

As of October 5, 2026, Miles' BrokerCheck report discloses 31 customer disputes, including 16 pending and 15 final matters.