PB
Patrick S. Boyle
BESSEMER INVESTOR SERVICES
Dallas, TX 75201
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CRD#: 2472066
PB
Professional summary
Patrick Sidney Boyle, CFP® is a registered financial professional currently at BESSEMER INVESTOR SERVICES, INC. located in Dallas, Texas.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 1994. Patrick has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 31, Series 7 and Series 24 exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view Patrick Sidney Boyle's 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®
Experience
Current
June 21, 2012 - Present
BESSEMER INVESTOR SERVICES, INC.
Office #1: 300 Crescent Court Suite 800, Dallas, TX 75201BD
CRD#: 17442
Dallas, TX
Past
June 7, 2002 - June 20, 2012
ALLIANCEBERNSTEIN L.P.
RIA
CRD#: 108477
WASHINGTON, DC
Past
December 7, 2000 - June 20, 2012
SANFORD C. BERNSTEIN & CO., LLC
BD
CRD#: 104474
WASHINGTON, DC
Past
November 2, 2000 - December 7, 2000
SANFORD C. BERNSTEIN & CO., INC.
BD
CRD#: 1232
NEW YORK, NY
Past
October 24, 1994 - January 5, 2000
ICON DISTRIBUTORS, INC.
BD
CRD#: 28568
GREENWOOD VILLAGE, CO
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
Alabama(7/10/2014)
RR
Alaska(7/10/2014)
RR
Arizona(7/10/2014)
RR
Arkansas(7/10/2014)
RR
California(7/10/2014)
RR
Colorado(7/10/2014)
RR
Connecticut(7/10/2014)
RR
Delaware(7/10/2014)
RR
District of Columbia(6/21/2012)
RR
Florida(7/10/2014)
RR
Georgia(7/10/2014)
RR
Hawaii(7/10/2014)
RR
Idaho(7/10/2014)
RR
Illinois(7/10/2014)
RR
Indiana(7/10/2014)
RR
Iowa(7/10/2014)
RR
Kansas(7/10/2014)
RR
Kentucky(7/10/2014)
RR
Louisiana(7/10/2014)
RR
Maine(7/10/2014)
RR
Maryland(7/10/2014)
RR
Massachusetts(7/10/2014)
RR
Michigan(7/10/2014)
RR
Minnesota(7/10/2014)
RR
Mississippi(7/10/2014)
RR
Missouri(7/10/2014)
RR
Montana(7/10/2014)
RR
Nebraska(7/10/2014)
RR
Nevada(7/10/2014)
RR
New Hampshire(7/10/2014)
RR
New Jersey(7/10/2014)
RR
New Mexico(7/10/2014)
RR
New York(6/21/2012)
RR
North Carolina(7/10/2014)
RR
North Dakota(7/10/2014)
RR
Ohio(7/11/2014)
RR
Oklahoma(7/10/2014)
RR
Oregon(7/10/2014)
RR
Pennsylvania(7/10/2014)
RR
Puerto Rico(7/10/2014)
RR
Rhode Island(7/10/2014)
RR
South Carolina(7/10/2014)
RR
South Dakota(7/10/2014)
RR
Tennessee(7/10/2014)
RR
Texas(7/10/2014)
RR
Utah(7/10/2014)
RR
Vermont(7/10/2014)
RR
Virginia(7/10/2014)
RR
Washington(7/10/2014)
RR
West Virginia(7/10/2014)
RR
Wisconsin(7/10/2014)
RR
Wyoming(7/10/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BESSEMER TRUST COMPANY, N.A. | SHAREHOLDER | |
| BOYLE, PATRICK SIDNEY | SENIOR VICE PRESIDENT | 2472066 |
| GLOWACKI, JEFF JOSEPH | DIRECTOR/SENIOR VICE PRESIDENT | 2942946 |
| GUPTA, RITU | CHIEF COMPLIANCE OFFICER/ASSISTANT SECRETARY | 5059699 |
| MARQUEZ, MICHAEL ALLEN | DIRECTOR/PRESIDENT | 4413060 |
| MCBRIDE, TIMOTHY SEAN | SENIOR VICE PRESIDENT | 2554176 |
| PEDROSO, ARTURO GUSTAVO | SENIOR VICE PRESIDENT | 5161708 |
| SCHLUSSELBERG, BRIAN SCOTT | SENIOR VICE PRESIDENT | 4716582 |
| SLOAN, BENJAMIN PERRY | SENIOR VICE PRESIDENT | 4243057 |
| SYMINGTON, JANE REILLY | SENIOR VICE PRESIDENT | 2520317 |
| TRIMARCO MIRANDO, DIANA | ASSISTANT TREASURER/ASSISTANT FINANCIAL & OPERATIONS PRINCIPAL | 5714209 |
| YAWORSKY, GEORGE M. | TREASURER/FINANCIAL & OPERATIONS PRINCIPAL | 6425195 |
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#: 17442Dallas, TX 75201TRUST BUT VERIFY
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