Nancy Biddle: $100K Complaint Against Sundial Advisor

St. Pete Beach, Florida financial advisor Nancy Biddle (CRD# 2134532) recently received an investor complaint alleging that her advice resulted in six-figure damages. Financial Industry Regulatory Authority records show that she is registered as a broker and an investment advisor with Osaic Wealth, and that she is the owner of Sundial Financial Group.

Ms. Biddle’s BrokerCheck report discloses multiple investor complaints. The most recent, filed in August 2024, alleges that as a representative of FSC Securities Corporation she recommended and sold unsuitable real estate investments without the customer’s informed consent. The pending complaint alleges damages of $100,000.

A second investor complaint, filed in 2015, alleged that as a representative of National Planning Corporation, she breached her fiduciary duty, violated industry rules, breached contract, and acted negligently. In 2015 the complaint reached a settlement of $12,500.

Sundial Financial Group’s website includes a profile of Ms. Biddle that describes her background and experience. “As a financial professional and an active member of her community, Nancy is dedicated to helping individuals build their financial futures,” it states. “To stay on top of her field and develop her professional skills, she regularly attends industry training and certification programs. She brings more than 25 years experience as an advisor whose focus is reducing taxes and safely increasing income.”

Elsewhere, the firm describes its mission. “Our goal is to develop and maintain a long-lasting relationship with you and those you care about,” it explains. “We will provide you with unconditional support and guidance through prosperous times and those times that present challenges. Most importantly your unique goals are our priority.”

According to the Financial Industry Regulatory Authority, Nancy Biddle holds 32 years of securities industry experience. Based in St. Pete Beach, Florida, she has been registered as a broker and an investment advisor with Osaic Wealth since 2023, and she is the owner of Sundial Financial Group. Her registration history includes FSC Securities Corporation, National Planning Corporation, Advantage Investment Management, ING Financial Partners, Locust Street Partners, InterSecurities, and Marketing One Securities. Her credentials include the passage of five securities industry qualifying exams: the Investment Company Products/Variable Contracts Representative Examination, or Series 6; the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the Uniform Securities Agent State Law Examination, or Series 63; and the Uniform Combined State Law Examination, or Series 66. She is licensed in Florida and Virginia. (Information current as of August 25, 2024.)

Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.