AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CC

Chapin E. Clark

BDT & MSD PARTNERS
New York, NY 10022
Some features on this profile are disabled
CRD#: 6815497
CC
Chapin E. ClarkBDT & MSD PARTNERS

Professional summary

Chapin E. Clark, who also goes by Chapin Elizabeth Clark, Chapin Clark, is a registered financial professional currently at BDT & MSD PARTNERS, LLC located in New York, New York.

Chapin is registered as a RR (Registered Representative) and started their career in finance in 2020. Chapin has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

Aliases

Chapin Elizabeth Clark | Chapin Clark

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 Chapin E. Clark'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

July 21, 2025 - Present

BDT & MSD PARTNERS, LLC

Office #1: 550 Madison Avenue 20th Floor, New York, NY 10022
BD
CRD#: 150459
New York, NY
Past

September 15, 2020 - June 15, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
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
California
(7/21/2025)
RR
Colorado
(7/21/2025)
RR
Florida
(7/21/2025)
RR
Illinois
(7/21/2025)
RR
New York
(7/21/2025)
RR
Texas
(7/21/2025)

Exams

What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 9/18/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 9/15/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 8/5/2020
Securities Industry Essentials 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)
Loading...

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)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BDT & MSD HOLDINGS, L.P.SOLE MEMBER
BESHARA, ADAM CHRISTOPHERPRESIDENT2988834
FEINGOLD, CHAD MORGANVICE PRESIDENT & CHIEF OPERATING OFFICER4564290
LEMKAU, GREGG ROBERTCO-CHIEF EXECUTIVE OFFICER2529069
MATHEWS, ERIKA LYNNVICE PRESIDENT6230510
MCMURRY, BRENNAN HOLBROOK NORTHINGTONVICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER & PRINCIPAL OPERATIONS OFFICER6403877
MICHEL, CINDY ZEEVICE PRESIDENT AND GLOBAL CHIEF COMPLIANCE OFFICER4661808
ORR, SAN WATTERSON IIIPRESIDENT2931458
SCHALTENBRAND, LAWRENCE EDWARD IIIVICE PRESIDENT, CHIEF FINANCIAL OFFICER, & TREASURER5984697
THOMAS, DAVID SCOTTCHIEF LEGAL OFFICER & SECRETARY4907066
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#: 150459New York, NY 10022

TRUST BUT VERIFY

Monitor Chapin Clark

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
PARAMUS, NJ
Anthony J. Macagna
Anthony MacagnaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
PARAMUS, NJ
Nicholas Wayne Rygiel
Nicholas RygielAdvisorCheck Check Mark
PROTOCOL WEALTH, LLC
IAR
RR
Havertown, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.