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John Stewart Hagestad

BDT & MSD Partners, LLC

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About John Stewart Hagestad

John Stewart Hagestad is an investment advisor who is currently registered with BDT & MSD Partners, LLC. John has been in the industry since September 3, 2022. John has passed the Series 79TO and the SIE exams. John is based out of the Palm Beach, Florida branch office of BDT & MSD Partners, LLC.

Firm Information

John Hagestad 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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John Hagestad’s Registration & Firm History

FL

09/04/2022 - Present

BDT & MSD Partners, LLC (Palm Beach FL)

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Licenses & Designations

BC

Issued 09/03/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/27/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Stewart Hagestad.
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