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LS

Lawrence E. Schaltenbrand

BDT & MSD PARTNERS
CHICAGO, IL 60611-4251
Some features on this profile are disabled
CRD#: 5984697
LS

Professional summary

Lawrence Edward Schaltenbrand III is a registered financial professional currently at BDT & MSD PARTNERS, LLC located in Chicago, Illinois.

Lawrence is registered as a RR (Registered Representative) and started their career in finance in 2015. Lawrence has worked at 1 firm and has passed the SIE, Series 99TO and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lawrence Edward Schaltenbrand III's CRS (Customer Relationship Summary).
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®
None

Experience

Current

November 19, 2015 - Present

BDT & MSD PARTNERS, LLC

Office #1: 401 N. Michigan Ave. Suite 3100, Chicago, IL 60611-4251
BD
CRD#: 150459
CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
RR
Series 27
Date: 11/19/2015
Financial and Operations Principal Examination
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BDT & MSD HOLDINGS, L.P.SOLE MEMBER
BURNS, MICHAEL EDWINVICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER2817817
FEINGOLD, CHAD MORGANCHIEF OPERATING OFFICER4564290
JESTER, DAN HAMILLPRESIDENT2088996
LEMKAU, GREGG ROBERTCO-CHIEF EXECUTIVE OFFICER2529069
MATHEWS, ERIKA LYNNVICE PRESIDENT6230510
MICHEL, CINDY ZEEVICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER4661808
ORR, SAN WATTERSON IIIPRESIDENT2931458
TODD, MARY ANNCHIEF LEGAL OFFICER AND SECRETARY6910167
TROTT, BYRON DAVIDCO-CHIEF EXECUTIVE OFFICER1082133

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.

Company Information

BDT & MSD PARTNERS, LLC

CRD#: 150459Chicago, IL 60611-4251

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