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Andrew Nathaniel Shvartsman

BDT & MSD Partners, LLC

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About Andrew Nathaniel Shvartsman

Andrew Nathaniel Shvartsman is a financial advisor at BDT & MSD Partners, LLC. Andrew has been in the financial services industry since September 4, 2017. Andrew is registered with the state of Illinois and holds the Series 63, Series 7TO, SIE, and Series 79 licenses. Andrew has over 50 years of experience in the financial services industry.

Firm Information

Andrew Shvartsman is currently registered with BDT & MSD Partners, LLC. BDT & MSD Partners, LLC is a Limited Liability Company formed on April 30, 2009. The firm is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Andrew Shvartsman’s Registration & Firm History

IL

09/05/2017 - Present

BDT & MSD Partners, LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 11/14/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Nathaniel Shvartsman.
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