Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar D Legaspi is a financial advisor with over 27 years of experience in the industry. Edgar is currently registered with BDT & MSD Partners, LLC and previously held positions at Morgan Stanley & Co. LLC, Credit Suisse Securities (USA) LLC, Credit Suisse First Boston Corporation, Donaldson, Lufkin & Jenrette Securities Corporation and Lazard Freres & Co. LLC. Edgar holds FINRA Series 7, 24, and 63 licenses as well as the SIE exam.
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.
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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2
NY
05/02/2016 - Present
BDT & MSD Partners, LLC (New York NY)
NY
03/17/2006 - 04/22/2016
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
12/14/2004 - 02/28/2006
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
11/03/2000 - 07/09/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
03/19/1999 - 07/02/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
12/10/1991 - 01/21/1999
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 07/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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