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AW

Aydan R. Weston

BDT & MSD PARTNERS
New York, NY 10022
Some features on this profile are disabled
CRD#: 7461228
AW

Professional summary

Aydan Riley Weston is a registered financial professional currently at BDT & MSD PARTNERS, LLC located in New York, New York.

Aydan is registered as a RR (Registered Representative) and started their career in finance in 2022. Aydan has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Aydan Riley Weston'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

June 24, 2025 - Present

BDT & MSD PARTNERS, LLC

Office #1: 550 Madison Avenue 20th Floor, New York, NY 10022
BD
CRD#: 150459
New York, NY
Past

March 31, 2025 - June 6, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SMITHFIELD, RI
Past

November 23, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SMITHFIELD, RI
Past

February 7, 2022 - June 6, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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
California
(6/24/2025)
RR
Colorado
(6/24/2025)
RR
Florida
(6/24/2025)
RR
Illinois
(6/24/2025)
RR
New York
(6/24/2025)
RR
Texas
(6/24/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/18/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/15/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/7/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/2/2022
Securities Industry Essentials Examination
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#: 150459New York, NY 10022

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