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Reza Arif Sultan

BDT & MSD Partners, LLC

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About Reza Arif Sultan

Reza Arif Sultan is a financial advisor with BDT & MSD Partners, LLC, based in Dallas, TX. Reza has been in the financial services industry since 2010. Reza is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses: Series 7, Series 24, Series 63, Series 79, and SIE. Reza has experience in investment banking and is registered in 51 states.

Firm Information

Reza Sultan 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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Reza Sultan’s Registration & Firm History

TX

08/21/2012 - Present

BDT & MSD Partners, LLC (Dallas TX)

IL

08/17/2010 - 08/01/2012

CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 01/22/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2019

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 08/16/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Reza Arif Sultan.
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