AL
Andrew T. Ladda
BDT & MSD PARTNERS
New York, NY 10022
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CRD#: 2469050
AL
Professional summary
Andrew Todd Ladda, who also goes by Andrew T Ladda, is a registered financial professional currently at BDT & MSD PARTNERS, LLC located in New York, New York.
Andrew is registered as a RR (Registered Representative) and started their career in finance in 1994. Andrew has worked at 10 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7, Series 6, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Andrew T Ladda
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Andrew Todd Ladda's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 12, 2025 - Present
BDT & MSD PARTNERS, LLC
Office #1: 550 Madison Avenue 20th Floor, New York, NY 10022BD
CRD#: 150459
New York, NY
Past
December 21, 2010 - January 6, 2025
FORTRESS CAPITAL FORMATION LLC
BD
CRD#: 152385
NEW YORK, NY
Past
September 21, 2005 - July 13, 2006
TCW FUNDS DISTRIBUTORS LLC
BD
CRD#: 16670
LOS ANGELES, CA
Past
July 26, 2005 - August 15, 2005
J.P.R. CAPITAL CORP.
BD
CRD#: 38056
SYOSSET, NY
Past
July 8, 2003 - August 4, 2003
OPPENHEIMER & CO. INC.
BD
CRD#: 249
NEW YORK, NY
Past
December 9, 1996 - June 5, 2003
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
NEW YORK, NY
Past
April 27, 1995 - January 29, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
December 23, 1994 - April 13, 1995
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
April 20, 1994 - May 23, 1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
April 20, 1994 - May 23, 1994
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/12/2025)
RR
Alaska(2/12/2025)
RR
Arizona(2/12/2025)
RR
Arkansas(2/12/2025)
RR
California(2/12/2025)
RR
Colorado(2/12/2025)
RR
Connecticut(2/12/2025)
RR
Delaware(2/12/2025)
RR
District of Columbia(2/12/2025)
RR
Florida(2/12/2025)
RR
Georgia(2/12/2025)
RR
Hawaii(2/12/2025)
RR
Idaho(2/12/2025)
RR
Illinois(2/12/2025)
RR
Indiana(2/12/2025)
RR
Iowa(2/12/2025)
RR
Kansas(2/12/2025)
RR
Kentucky(2/12/2025)
RR
Louisiana(2/12/2025)
RR
Maine(2/12/2025)
RR
Maryland(2/12/2025)
RR
Massachusetts(2/12/2025)
RR
Michigan(2/12/2025)
RR
Minnesota(2/12/2025)
RR
Mississippi(2/12/2025)
RR
Missouri(2/12/2025)
RR
Montana(2/12/2025)
RR
Nebraska(2/12/2025)
RR
Nevada(2/12/2025)
RR
New Hampshire(2/12/2025)
RR
New Jersey(2/12/2025)
RR
New Mexico(2/12/2025)
RR
New York(2/12/2025)
RR
North Carolina(2/12/2025)
RR
North Dakota(2/12/2025)
RR
Ohio(2/13/2025)
RR
Oklahoma(2/12/2025)
RR
Oregon(2/12/2025)
RR
Pennsylvania(2/12/2025)
RR
Rhode Island(2/12/2025)
RR
South Carolina(2/12/2025)
RR
South Dakota(2/12/2025)
RR
Tennessee(2/12/2025)
RR
Texas(2/12/2025)
RR
Utah(2/12/2025)
RR
Vermont(2/12/2025)
RR
Virginia(2/12/2025)
RR
Washington(2/12/2025)
RR
West Virginia(2/12/2025)
RR
Wisconsin(2/12/2025)
RR
Wyoming(2/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
B&
BDT & MSD PARTNERS, LLC
BDT & COMPANY, LLC | BDT & MSD PARTNERS, LLC
CRD#: 150459 / SEC#: , 8-68263
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
401 N. Michigan Ave. Suite 3100, Chicago, IL 60611-4250
Mailing Address
401 N. Michigan Ave. Suite 3100, Chicago, IL 60611-4250
Phone number
(312) 660-7300
Established
Delaware since 04/30/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
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.
