Morgan Taylor Mckee
Professional Summary
Morgan Taylor Mckee, who also goes by Morgan Mckee, is a registered financial advisor currently at BDT & MSD PARTNERS, LLC located in Dallas, Texas. Morgan is registered as a RR (Registered Representative) and started their career in finance in 2015. Morgan has worked at 2 firms and has passed the Series 63, Series 7TO, Series 79TO, SIE and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Morgan Mckee
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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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 |
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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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Feb 2026About the Series 79TO examSeries 79 — Investment Banking Registered Representative Examination
Passed Aug 2015About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Morgan Taylor Mckee's CRS (Customer Relationship Summary).
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