Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Leffelman is a financial advisor with BDT & MSD Partners, LLC. Garrett has been in the financial industry since 2011 and holds the Series 63, Series 24, SIE, Series 7, and Series 79 licenses. Garrett is registered to provide investment advice in all 50 states. Prior to joining BDT & MSD Partners, LLC, Garrett was employed by Morgan Stanley & Co. LLC.
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
IL
08/22/2014 - Present
BDT & MSD Partners, LLC (CHICAGO IL)
NY
08/10/2011 - 07/29/2014
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 03/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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