Erika L. Mathews
Professional summary
Erika Lynn Mathews is a registered financial professional currently at BDT & MSD PARTNERS, LLC located in Chicago, Illinois.
Erika is registered as a RR (Registered Representative) and started their career in finance in 2017. Erika has worked at 1 firm and has passed the Series 99TO, SIE, Series 7, Series 79, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Erika Lynn Mathews's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 14, 2017 - Present
BDT & MSD PARTNERS, LLC
Office #1: 401 N. Michigan Ave. Suite 3100, Chicago, IL 60611-4251State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
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.
