ZG
Zachary D. Geddes
BAIN CAPITAL MARKETS
Boston, MA 02116
Some features on this profile are disabled
CRD#: 7397810
ZG
Professional summary
Zachary D Geddes, who also goes by Zachary Dow Geddes, is a registered financial professional currently at BAIN CAPITAL MARKETS, LLC located in Boston, Massachusetts.
Zachary is registered as a RR (Registered Representative) and started their career in finance in 2023. Zachary has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Zachary Dow Geddes
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.
WGB Group, 10 Huron Dr Natick, MA 01760, Non-Investment related, retail sales consulting firm, Employee janitorial services, relationship started in 2015, 2-5 hours a month depending on clean up, 0 hours committed during trading hours, My duties are essentially that of a janitors for cleaning up the office and landscaping. Premier Lacrosse League, 615 N Nash St, Unit 202El Segundo, CA 90245, Non-investment related Professional Lacrosse League, I am a player on one of the teams, relationship started in may 2022 on the date of the college draft, 10 hours a month, 0 hours committed during trading, I am a short stick defensive midfielder on the Chaos Lacrosse Club
CRS (Client Relationship Summary) - BD
Click below to view Zachary D Geddes's 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®
NoneExperience
Current
February 26, 2024 - Present
BAIN CAPITAL MARKETS, LLC
Office #1: 200 Clarendon Street, Boston, MA 02116BD
CRD#: 175456
Boston, MA
Past
July 21, 2023 - February 20, 2024
MORGAN STANLEY
RIA
CRD#: 149777
Wellesley, MA
Past
May 12, 2023 - February 20, 2024
MORGAN STANLEY
BD
CRD#: 149777
Wellesley, MA
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(2/26/2024)
RR
Alaska(2/26/2024)
RR
Arizona(2/26/2024)
RR
Arkansas(2/26/2024)
RR
California(2/26/2024)
RR
Colorado(2/26/2024)
RR
Connecticut(2/26/2024)
RR
Delaware(2/26/2024)
RR
District of Columbia(2/26/2024)
RR
Florida(2/26/2024)
RR
Georgia(2/26/2024)
RR
Hawaii(2/26/2024)
RR
Idaho(2/26/2024)
RR
Illinois(2/26/2024)
RR
Indiana(2/26/2024)
RR
Iowa(2/26/2024)
RR
Kansas(2/26/2024)
RR
Kentucky(2/26/2024)
RR
Louisiana(2/26/2024)
RR
Maine(2/26/2024)
RR
Maryland(2/26/2024)
RR
Massachusetts(2/26/2024)
RR
Michigan(2/26/2024)
RR
Minnesota(2/26/2024)
RR
Mississippi(2/26/2024)
RR
Missouri(2/26/2024)
RR
Montana(2/26/2024)
RR
Nebraska(2/26/2024)
RR
Nevada(2/26/2024)
RR
New Hampshire(2/26/2024)
RR
New Jersey(2/26/2024)
RR
New Mexico(2/26/2024)
RR
New York(2/26/2024)
RR
North Carolina(2/26/2024)
RR
North Dakota(2/26/2024)
RR
Ohio(2/29/2024)
RR
Oklahoma(2/26/2024)
RR
Oregon(2/26/2024)
RR
Pennsylvania(2/26/2024)
RR
Puerto Rico(2/26/2024)
RR
Rhode Island(2/26/2024)
RR
South Carolina(2/26/2024)
RR
South Dakota(2/26/2024)
RR
Tennessee(2/26/2024)
RR
Texas(2/26/2024)
RR
Utah(2/26/2024)
RR
Vermont(2/26/2024)
RR
Virgin Islands(2/26/2024)
RR
Virginia(2/26/2024)
RR
Washington(2/26/2024)
RR
West Virginia(2/26/2024)
RR
Wisconsin(2/26/2024)
RR
Wyoming(2/26/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/12/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BC
BAIN CAPITAL MARKETS, LLC
BAIN CAPITAL DISTRIBUTORS, LLC | ST. JAMES FUND DISTRIBUTORS, LLC | BAIN CAPITAL MARKETS, LLC
CRD#: 175456 / SEC#: , 8-69599
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
200 Clarendon Street, Boston, MA 02116
Mailing Address
200 Clarendon Street, Boston, MA 02116
Phone number
(617) 516-2318
Established
Delaware since 02/03/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
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
BAIN CAPITAL MARKETS, LLC
CRD#: 175456Boston, MA 02116TRUST BUT VERIFY
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