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Henry Richard Yeagley

BDT & MSD Partners, LLC

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About Henry Richard Yeagley

Henry Richard Yeagley is a financial advisor with BDT & MSD Partners, LLC. Henry has been in the securities industry since 2010. Henry is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 51 states. Henry has passed the Series 63, Series 7, Series 24, Series 79 and SIE exams. Prior to joining BDT & MSD Partners, LLC, Henry was employed by J.P. MORGAN SECURITIES LLC.

Firm Information

Henry Yeagley 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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Henry Yeagley’s Registration & Firm History

NY

07/19/2011 - Present

BDT & MSD Partners, LLC (New York NY)

NY

04/01/2010 - 07/01/2011

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/22/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/31/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Henry Richard Yeagley.
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