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Scott M Kaldenberg

BDT & MSD Partners, LLC

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About Scott M Kaldenberg

Scott Kaldenberg is a registered representative with BDT & MSD Partners, LLC. Scott has been in the securities industry for more than 10 years and has extensive experience in investment banking. Scott is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 24, 63, 79, and SIE licenses. Scott is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Firm Information

Scott Kaldenberg 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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Scott Kaldenberg’s Registration & Firm History

NY

08/18/2021 - Present

BDT & MSD Partners, LLC (New York NY)

NY

08/20/2016 - 12/31/2019

PERELLA WEINBERG PARTNERS LP (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/24/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/2023

Series 24 - General Securities Principal Examination

BC

Issued 03/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2016

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott M Kaldenberg.
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