Addison M. Coy
Professional summary
Addison Marie Coy, who also goes by Addi Marie Coy, is a registered financial professional currently at BDT & MSD PARTNERS, LLC located in New York, New York.
Addison is registered as a RR (Registered Representative) and started their career in finance in 2022. Addison has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Addison Marie Coy's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 24, 2026 - Present
BDT & MSD PARTNERS, LLC
Office #1: 550 Madison Avenue 20th Floor, New York, NY 10022September 9, 2022 - April 17, 2025
BMO CAPITAL MARKETS CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/24/2026)
(3/24/2026)
(3/24/2026)
(3/24/2026)
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(3/24/2026)
Exams
Series 79TO
Date: 9/9/2022
Investment Banking Registered Representative 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 | |
| FEINGOLD, CHAD MORGAN | VICE PRESIDENT & 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 |
| SCHALTENBRAND, LAWRENCE EDWARD III | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER | 5984697 |
| TODD, MARY ANN | CHIEF LEGAL OFFICER AND SECRETARY | 6910167 |
| TROTT, BYRON DAVID | CO-CHIEF EXECUTIVE OFFICER | 1082133 |
Red Flags
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