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Erika Lynn Mathews

BDT & MSD Partners, LLC

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About Erika Lynn Mathews

Erika Lynn Mathews is a registered principal with BDT & MSD Partners, LLC. Erika is a registered representative, having passed the Series 7, Series 79, Series 24, Series 99TO, and SIE exams. Erika has been in the industry since August 13, 2017, and is currently located in the Chicago, IL office.

Firm Information

Erika Mathews 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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Erika Mathews’s Registration & Firm History

IL

08/14/2017 - Present

BDT & MSD Partners, LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 12/13/2017

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2017

Series 7 - General Securities Representative Examination

BC

Issued 08/14/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erika Lynn Mathews.
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