Adam Christopher Beshara
Professional Summary
Adam Christopher Beshara is a registered financial advisor currently at BDT & MSD PARTNERS, LLC located in New York, New York. Adam is registered as a RR (Registered Representative) and started their career in finance in 1998. Adam has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
Years of Experience
28 years in the financial services industry
Current & Past Employments
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
Current Firm
BDT & COMPANY, LLC | BDT & MSD PARTNERS, LLC
Contact Information
Main Address
401 N. Michigan Ave. Suite 3100, Chicago, IL 60611-4250Mailing Address
401 N. Michigan Ave. Suite 3100, Chicago, IL 60611-4250Phone Number
(312) 660-7300Established
Delaware since 04/30/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BDT & MSD HOLDINGS, L.P. | SOLE MEMBER | — |
| BESHARA, ADAM CHRISTOPHER | PRESIDENT | 2988834 |
| FEINGOLD, CHAD MORGAN | VICE PRESIDENT & CHIEF OPERATING OFFICER | 4564290 |
| LEMKAU, GREGG ROBERT | CO-CHIEF EXECUTIVE OFFICER | 2529069 |
| MATHEWS, ERIKA LYNN | VICE PRESIDENT | 6230510 |
| MCMURRY, BRENNAN HOLBROOK NORTHINGTON | VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER & PRINCIPAL OPERATIONS OFFICER | 6403877 |
| MICHEL, CINDY ZEE | VICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER | 4661808 |
| ORR, SAN WATTERSON III | PRESIDENT | 2931458 |
| SCHALTENBRAND, LAWRENCE EDWARD III | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, & TREASURER | 5984697 |
| THOMAS, DAVID SCOTT | CHIEF LEGAL OFFICER & SECRETARY | 4907066 |
| TROTT, BYRON DAVID | CO-CHIEF EXECUTIVE OFFICER | 1082133 |
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
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.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
State Registrations and Notice Filings
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
(5/11/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
CRS (Client Relationship Summary) - BD
Click below to view Adam Christopher Beshara's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
