AM
Annabel R. Morgan
BDT & MSD PARTNERS
Dallas, TX 75219
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CRD#: 7398807
AM
Annabel Rose MorganBDT & MSD PARTNERS
Professional summary
Annabel Rose Morgan, who also goes by Annabel R Morgan, Annabel Rose Reeves, is a registered financial professional currently at BDT & MSD PARTNERS, LLC located in Dallas, Texas.
Annabel is registered as a RR (Registered Representative) and started their career in finance in 2022. Annabel has worked at 2 firms and has passed the Series 63, Series 3, Series 7TO and SIE exams.
Aliases
Annabel R Morgan | Annabel Rose Reeves
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.
CRS (Client Relationship Summary) - BD
Click below to view Annabel Rose Morgan'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
June 18, 2026 - Present
BDT & MSD PARTNERS, LLC
Office #1: 4001 Maple Avenue Suite 250, Dallas, TX 75219BD
CRD#: 150459
Dallas, TX
Past
September 19, 2022 - June 9, 2026
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
Dallas, TX
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(6/18/2026)
RR
Alaska(6/18/2026)
RR
Arizona(6/18/2026)
RR
Arkansas(6/18/2026)
RR
California(6/18/2026)
RR
Colorado(6/18/2026)
RR
Connecticut(6/18/2026)
RR
Delaware(6/18/2026)
RR
District of Columbia(6/18/2026)
RR
Florida(6/18/2026)
RR
Georgia(6/18/2026)
RR
Hawaii(6/18/2026)
RR
Idaho(6/18/2026)
RR
Illinois(6/18/2026)
RR
Indiana(6/18/2026)
RR
Iowa(6/18/2026)
RR
Kansas(6/18/2026)
RR
Kentucky(6/18/2026)
RR
Louisiana(6/18/2026)
RR
Maine(6/18/2026)
RR
Maryland(6/18/2026)
RR
Massachusetts(6/18/2026)
RR
Michigan(6/18/2026)
RR
Minnesota(6/18/2026)
RR
Mississippi(6/18/2026)
RR
Missouri(6/18/2026)
RR
Montana(6/18/2026)
RR
Nebraska(6/18/2026)
RR
Nevada(6/18/2026)
RR
New Hampshire(6/18/2026)
RR
New Jersey(6/18/2026)
RR
New Mexico(6/18/2026)
RR
New York(6/18/2026)
RR
North Carolina(6/18/2026)
RR
North Dakota(6/18/2026)
RR
Ohio(6/18/2026)
RR
Oklahoma(6/18/2026)
RR
Oregon(6/18/2026)
RR
Pennsylvania(6/18/2026)
RR
Rhode Island(6/18/2026)
RR
South Carolina(6/18/2026)
RR
South Dakota(6/18/2026)
RR
Tennessee(6/18/2026)
RR
Texas(6/18/2026)
RR
Utah(6/18/2026)
RR
Vermont(6/18/2026)
RR
Virginia(6/18/2026)
RR
Washington(6/18/2026)
RR
West Virginia(6/18/2026)
RR
Wisconsin(6/18/2026)
RR
Wyoming(6/18/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/19/2022
General Securities Representative ExaminationGeneral 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)
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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Company Information
BDT & MSD PARTNERS, LLC
CRD#: 150459Dallas, TX 75219TRUST BUT VERIFY
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