KT Acting for Aaron Sevigny Clients in Matters Concerning EcoVest Conservation Easements and Additional Alternative Investments
BONITA SPRINGS, FL, UNITED STATES, October 7, 2026 /EINPresswire.com/ — KlaymanToskes, a national securities law firm specializing in investment losses, has initiated a $500,000 FINRA arbitration claim against United Planners’ Financial Services of America (“United Planners”) on behalf of a married couple who incurred financial losses and tax-related damages linked to the EcoVest-sponsored Cypress Cove Marina syndicated conservation easement, along with other alternative investments recommended by financial advisor Aaron Sevigny (CRD# 4314368). The matter is identified as FINRA Case No. 26-02134.
KlaymanToskes is presently representing numerous Sevigny clients in disputes related to EcoVest syndicated conservation easements and other alternative investments. Individuals who experienced losses on investments suggested by Sevigny or United Planners are urged to reach out to attorney Lawrence L. Klayman, Esq. at 888-997-9956 or investigations@klaymantoskes.com for a complimentary and private consultation regarding possible avenues for recovery.
As detailed in the Statement of Claim, the couple moved a considerable portion of their retirement funds to United Planners after telling Sevigny they sought a portfolio geared toward securing their retirement. Despite having no background in alternative investments and expressing a desire to avoid speculative or high-risk approaches, the claim asserts that Sevigny placed their assets into complicated and hard-to-liquidate products, such as oil and gas programs, GPB Capital, CMCT, Hospitality, Braemar, and the EcoVest-backed Cypress Cove Marina syndicated conservation easement.
The claim also contends that the investors’ financial details were altered or exaggerated without their awareness to satisfy requirements for alternative investments that demand accredited or qualified investor standing. Over time, Sevigny allegedly continued to reassure the couple about the health of their investments, even after one of them sought Chapter 11 bankruptcy protection.
The Cypress Cove Marina conservation easement was reportedly pitched as a genuine tax-advantaged opportunity offering a charitable contribution deduction roughly four times the invested sum. Per the claim, Sevigny consistently reassured the investors for close to a decade that the EcoVest investment remained stable and would endure IRS review. Subsequently, the investors discovered the IRS was contesting the deduction, which could expose them to added taxes, penalties, statutory interest, and professional costs.
The claim alleges that United Planners neglected to properly scrutinize or inform the investors about the products’ considerable valuation, tax, audit, penalty, liquidity, concentration, and regulatory dangers. Consequently, the investors reportedly sustained around $500,000 in damages, covering alternative investment losses, tax-related obligations, professional costs, and foregone investment prospects.
“These investors entrusted a substantial portion of their retirement savings to United Planners and relied upon Aaron Sevigny to recommend investments that were appropriate for their experience, objectives, and risk tolerance,” remarked Lawrence L. Klayman, Managing Partner of KlaymanToskes. “Our firm represents multiple Sevigny customers who suffered losses involving EcoVest conservation easements and other alternative investments. Investors who now face disallowed deductions, tax liabilities, penalties, interest, or other losses should understand their legal rights and potential recovery options.”
Sevigny is located in Bonita Springs, Florida, and has been affiliated with United Planners since 2006. As of October 6, 2026, his current BrokerCheck record lists nine customer disputes, comprising six pending and three resolved cases. Each of the nine disputes names alternative investments as the product type.
Those who incurred losses tied to EcoVest’s Cypress Cove Marina syndicated conservation easement, GPB Capital, CMCT, oil and gas programs, or other alternative investments suggested by Aaron Sevigny are invited to contact KlaymanToskes at 888-997-9956 or investigations@klaymantoskes.com for a free and confidential consultation to explore their potential recovery options.
About KlaymanToskes
KlaymanToskes stands as a prominent national securities law firm dedicated exclusively to securities arbitration and litigation for retail and institutional investors worldwide in substantial and intricate securities matters. The firm has secured more than $650 million in Securities Litigation and FINRA Arbitration cases. KlaymanToskes maintains offices in California, Florida, Nebraska, New York, and Puerto Rico.
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Contact
Lawrence L. Klayman, Esq.
KlaymanToskes, PLLC
+1 888-997-9956
investigations@klaymantoskes.com
