Unclaimed
James T. Mangan is an investment professional with over 6 years of experience in the financial services industry. James has a strong background in investment banking and holds the Series 7, 79, SIE and Series 63 licenses. James is currently employed by BDT & MSD Partners, LLC and is registered with FINRA and the state of Illinois. James was previously employed by Goldman Sachs & 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.
1
2
IL
08/19/2019 - Present
BDT & MSD Partners, LLC (CHICAGO IL)
NY
08/22/2017 - 08/26/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 12/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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