Edgar D. Legaspi
Professional summary
Edgar D Legaspi, who also goes by Edgar David Legaspi, is a registered financial professional currently at BDT & MSD PARTNERS, LLC located in New York, New York.
Edgar is registered as a RR (Registered Representative) and started their career in finance in 1991. Edgar has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Edgar D Legaspi's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 2, 2016 - Present
BDT & MSD PARTNERS, LLC
Office #1: 550 Madison Avenue 20th Floor, New York, NY 10022March 17, 2006 - April 22, 2016
MORGAN STANLEY & CO. LLC
December 14, 2004 - February 28, 2006
CREDIT SUISSE SECURITIES (USA) LLC
November 3, 2000 - July 9, 2002
CREDIT SUISSE SECURITIES (USA) LLC
March 19, 1999 - July 2, 2002
PERSHING LLC
December 10, 1991 - January 21, 1999
LAZARD FRERES & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
BDT & MSD PARTNERS, LLC
CRD#: 150459 / SEC#: , 8-68263
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BDT & MSD HOLDINGS, L.P. | SOLE MEMBER | |
| BURNS, MICHAEL EDWIN | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER | 2817817 |
| FEINGOLD, CHAD MORGAN | CHIEF OPERATING OFFICER | 4564290 |
| JESTER, DAN HAMILL | PRESIDENT | 2088996 |
| LEMKAU, GREGG ROBERT | CO-CHIEF EXECUTIVE OFFICER | 2529069 |
| MATHEWS, ERIKA LYNN | VICE PRESIDENT | 6230510 |
| MICHEL, CINDY ZEE | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | 4661808 |
| ORR, SAN WATTERSON III | PRESIDENT | 2931458 |
| TODD, MARY ANN | CHIEF LEGAL OFFICER AND SECRETARY | 6910167 |
| TROTT, BYRON DAVID | CO-CHIEF EXECUTIVE OFFICER | 1082133 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
