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Khushboo Mittal

BDT & MSD Partners, LLC

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About Khushboo Mittal

Khushboo Mittal is a financial advisor with BDT & MSD Partners, LLC, in Chicago, Illinois. Khushboo Mittal has been a registered representative in the securities industry for nine years and has experience with various financial products. Khushboo Mittal has passed Series 7, 63, 79 and SIE exams and is currently registered in seven states.

Firm Information

Khushboo Mittal 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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Khushboo Mittal’s Registration & Firm History

IL

12/15/2023 - Present

BDT & MSD Partners, LLC (CHICAGO IL)

NY

08/30/2014 - 07/01/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/06/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/15/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/16/2023

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Khushboo Mittal.
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