Megan C. Schmeling

BDT & MSD PARTNERS

CHICAGO, IL 60611-4251

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CRD#: 7292358

Professional summary

Megan Christine Arth Schmeling, who also goes by Megan Christine Arth, Megan Arth, is a registered financial professional currently at BDT & MSD PARTNERS, LLC located in Chicago, Illinois.

Megan is registered as a RR (Registered Representative) and started their career in finance in 2020. Megan has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Megan Christine Arth | Megan Arth

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 Megan Christine Arth Schmeling'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

September 18, 2024 - Present

BDT & MSD PARTNERS, LLC

Office #1: 401 N. Michigan Ave. Suite 3100, Chicago, IL 60611-4251

CRD#: 150459

CHICAGO, IL

Past

October 17, 2020 - September 12, 2024

LINCOLN INTERNATIONAL LLC

CRD#: 42045

CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

California
(9/18/2024)

Colorado
(9/18/2024)

Florida
(9/18/2024)

Illinois
(9/18/2024)

New York
(9/18/2024)

Texas
(9/18/2024)

Exams

State Security Law Exam

Series 63

Date: 10/24/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 10/17/2020

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/3/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

BDT & MSD PARTNERS, LLC

BDT & COMPANY, LLC | BDT & MSD PARTNERS, LLC

CRD#: 150459 / SEC#: , 8-68263

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)

Documents

Customer Relationship Summary (CRS / FINRA)

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.

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Megan C. Schmeling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Megan Christine Arth Schmeling's CRS (Customer Relationship Summary).

Certified licenses

Experience

BDT & MSD PARTNERS, LLC

LINCOLN INTERNATIONAL LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/24/2020

Series 79TO

Date: 10/17/2020

SIE

Date: 10/3/2020

FINRA

Current Firm

BDT & MSD PARTNERS, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

BDT & MSD PARTNERS, LLC

TRUST BUT VERIFY

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