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ML

Matthew Lyde-cajuste

BDT & MSD PARTNERS
Denver, CO 80206
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CRD#: 6998377
ML

Professional summary


Matthew Lyde-cajuste, who also goes by Matthew Lydecajuste, Matthew S. Lydecajuste, is a registered financial professional currently at BDT & MSD PARTNERS, LLC located in Denver, Colorado.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2018. Matthew has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 79 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matthew Lydecajuste | Matthew S. Lydecajuste

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 Matthew Lyde-cajuste'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

April 14, 2021 - Present

BDT & MSD PARTNERS, LLC

Office #1: 250 Fillmore Street Suite 400, Denver, CO 80206
BD
CRD#: 150459
Denver, CO
Past

October 1, 2019 - March 2, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

September 17, 2018 - September 16, 2019

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
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
Alabama
(4/14/2021)
RR
Alaska
(4/14/2021)
RR
Arizona
(4/14/2021)
RR
Arkansas
(4/14/2021)
RR
California
(4/14/2021)
RR
Colorado
(4/14/2021)
RR
Connecticut
(4/14/2021)
RR
Delaware
(4/14/2021)
RR
District of Columbia
(4/14/2021)
RR
Florida
(4/14/2021)
RR
Georgia
(4/14/2021)
RR
Hawaii
(4/14/2021)
RR
Idaho
(4/14/2021)
RR
Illinois
(4/14/2021)
RR
Indiana
(4/14/2021)
RR
Iowa
(4/14/2021)
RR
Kansas
(4/14/2021)
RR
Kentucky
(4/14/2021)
RR
Louisiana
(4/14/2021)
RR
Maine
(4/14/2021)
RR
Maryland
(4/14/2021)
RR
Massachusetts
(4/14/2021)
RR
Michigan
(4/14/2021)
RR
Minnesota
(4/14/2021)
RR
Mississippi
(4/14/2021)
RR
Missouri
(4/14/2021)
RR
Montana
(4/14/2021)
RR
Nebraska
(4/14/2021)
RR
Nevada
(4/14/2021)
RR
New Hampshire
(4/14/2021)
RR
New Jersey
(4/14/2021)
RR
New Mexico
(4/14/2021)
RR
New York
(4/14/2021)
RR
North Carolina
(4/14/2021)
RR
North Dakota
(4/14/2021)
RR
Ohio
(4/14/2021)
RR
Oklahoma
(4/14/2021)
RR
Oregon
(4/14/2021)
RR
Pennsylvania
(4/14/2021)
RR
Rhode Island
(4/14/2021)
RR
South Carolina
(4/14/2021)
RR
South Dakota
(4/14/2021)
RR
Tennessee
(4/14/2021)
RR
Texas
(4/14/2021)
RR
Utah
(4/14/2021)
RR
Vermont
(4/14/2021)
RR
Virginia
(4/14/2021)
RR
Washington
(4/14/2021)
RR
West Virginia
(4/14/2021)
RR
Wisconsin
(4/14/2021)
RR
Wyoming
(4/14/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 9/21/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/18/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
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#: 150459Denver, CO 80206

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