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Byron David Trott

BDT & MSD Partners, LLC

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About Byron David Trott

Byron Trott has been in the financial services industry since 1983. Byron is a Principal at BDT & MSD Partners, LLC and has been with the firm since 2009. Byron is a registered representative in 53 states and the District of Columbia. Previously, Byron worked at Goldman, Sachs & Co. from 1982 to 2009. Byron holds a Series 3, 7, 15, 24, 79TO, 99TO, and SIE licenses.

Firm Information

Byron Trott 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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Byron Trott’s Registration & Firm History

FL

10/14/2009 - Present

BDT & MSD Partners, LLC (Palm Beach FL)

IL

12/21/1982 - 05/27/2009

GOLDMAN, SACHS & CO. (CHICAGO IL)

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Licenses & Designations

BC

Issued 02/01/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/1986

Series 15 - Foreign Currency Options Examination

BC

Issued 12/18/1982

Series 7 - General Securities Representative Examination

BC

Issued 08/25/1982

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Byron David Trott.
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