Timothy Sean Mcbride
CFP®Professional Summary
Timothy Sean Mcbride, CFP®, who also goes by Tim Mcbride, is a registered financial advisor currently at BESSEMER INVESTOR SERVICES, INC. located in Boston, Massachusetts. Timothy is registered as a RR (Registered Representative) and started their career in finance in 1994. Timothy has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 31 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tim Mcbride
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
BESSEMER INVESTOR SERVICES, INC.
Contact Information
Main Address
1271 Avenue Of The Americas 46 Floor, New York, NY 10020Mailing Address
1271 Avenue Of The Americas 46 Floor, New York, NY 10020Phone Number
(212) 708-9100Established
Delaware since 04/07/1983Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US 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 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/7/2011)
(6/23/2011)
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(6/22/2011)
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(6/24/2011)
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(5/17/2011)
(6/24/2011)
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(6/23/2011)
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(6/28/2011)
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(6/22/2011)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Timothy Sean Mcbride's CRS (Customer Relationship Summary).
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