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Nathan Joseph Frank

BDT & MSD Partners, LLC

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About Nathan Joseph Frank

Nathan Joseph Frank is a Financial Advisor at BDT & MSD Partners, LLC, a firm that is not registered with the Securities and Exchange Commission (SEC) to provide investment advice. He is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since July 22, 2021. He has passed the Series 79TO and SIE exams. Nathan previously worked at Morgan Stanley & Co. LLC.

Firm Information

Nathan Frank 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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Nathan Frank’s Registration & Firm History

NY

02/14/2023 - Present

BDT & MSD Partners, LLC (New York NY)

CA

01/01/2021 - 07/25/2022

MORGAN STANLEY & CO. LLC (San Francisco CA)

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Licenses & Designations

BC

Issued 12/28/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Joseph Frank.
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