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BB

Brad A. Burstin

BESSEMER INVESTOR SERVICES
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 2281931
BB

Professional summary

Brad Albert Burstin is a registered financial professional currently at BESSEMER INVESTOR SERVICES, INC. located in Los Angeles, California.

Brad is registered as a RR (Registered Representative) and started their career in finance in 1994. Brad has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brad Albert Burstin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 2, 2011 - Present

BESSEMER INVESTOR SERVICES, INC.

Office #1: 10250 Constellation Boulevard Suite 2600, Los Angeles, CA 90067
BD
CRD#: 17442
Los Angeles, CA
Past

May 6, 2010 - May 12, 2011

MORGAN STANLEY

BD
CRD#: 149777
LOS ANGELES, CA
Past

April 30, 2010 - May 12, 2011

MORGAN STANLEY

RIA
CRD#: 149777
LOS ANGELES, CA
Past

January 3, 2007 - April 26, 2010

COMERICA SECURITIES

RIA
CRD#: 17079
LOS ANGELES, CA
Past

December 16, 2004 - April 26, 2010

COMERICA SECURITIES

BD
CRD#: 17079
LOS ANGELES, CA
Past

September 30, 2003 - April 30, 2004

STROME SECURITIES, L.P.

BD
CRD#: 29682
SANTA MONICA, CA
Past

June 13, 2002 - October 4, 2003

ALEXANDER DUNHAM SECURITIES, INC.

BD
CRD#: 23614
LOS ANGELES, CA
Past

August 14, 1997 - September 18, 1998

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

August 31, 1994 - August 20, 1997

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(6/20/2011)
RR
California
(6/2/2011)
RR
Colorado
(6/20/2011)
RR
Delaware
(1/24/2013)
RR
Florida
(10/27/2022)
RR
Hawaii
(6/29/2011)
RR
Michigan
(10/28/2022)
RR
Nevada
(11/4/2014)
RR
New Jersey
(10/31/2018)
RR
New York
(6/14/2011)
RR
Texas
(10/27/2022)
RR
Utah
(6/15/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/28/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/19/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/30/1994
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BI
BESSEMER INVESTOR SERVICES, INC.
BESSEMER INVESTOR SERVICES, INC.

CRD#: 17442 / SEC#: , 8-35199

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
1271 Avenue Of The Americas 46 Floor, New York, NY 10020
Mailing Address
1271 Avenue Of The Americas 46 Floor, New York, NY 10020
Phone number
(212) 708-9100
Established
Delaware since 04/07/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BESSEMER TRUST COMPANY, N.A.SHAREHOLDER
BOYLE, PATRICK SIDNEYSENIOR VICE PRESIDENT2472066
GLOWACKI, JEFF JOSEPHDIRECTOR/SENIOR VICE PRESIDENT2942946
GUPTA, RITUCHIEF COMPLIANCE OFFICER/ASSISTANT SECRETARY5059699
MARQUEZ, MICHAEL ALLENDIRECTOR/PRESIDENT4413060
MCBRIDE, TIMOTHY SEANSENIOR VICE PRESIDENT2554176
PEDROSO, ARTURO GUSTAVOSENIOR VICE PRESIDENT5161708
SCHLUSSELBERG, BRIAN SCOTTSENIOR VICE PRESIDENT4716582
SLOAN, BENJAMIN PERRYSENIOR VICE PRESIDENT4243057
SYMINGTON, JANE REILLYSENIOR VICE PRESIDENT2520317
TRIMARCO MIRANDO, DIANAASSISTANT TREASURER/ASSISTANT FINANCIAL & OPERATIONS PRINCIPAL5714209
YAWORSKY, GEORGE M.TREASURER/FINANCIAL & OPERATIONS PRINCIPAL6425195

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BESSEMER INVESTOR SERVICES, INC.

CRD#: 17442Los Angeles, CA 90067

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