TM
Timothy S. Mcbride
BESSEMER INVESTOR SERVICES
BOSTON, MA 02110
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CRD#: 2554176
TM
Professional summary
Timothy Sean Mcbride, CFP®, who also goes by Tim Mcbride, is a registered financial professional 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.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Tim Mcbride
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 Timothy Sean Mcbride'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®
CFP®
Start date: 1998
Experience
Current
May 17, 2011 - Present
BESSEMER INVESTOR SERVICES, INC.
Office #1: Two International Place, Boston, MA 02110BD
CRD#: 17442
BOSTON, MA
Past
July 26, 2005 - December 31, 2007
NORTHERN TRUST SECURITIES, INC.
RIA
CRD#: 7927
BOSTON, MA
Past
April 14, 2005 - May 4, 2011
NORTHERN TRUST SECURITIES, INC.
BD
CRD#: 7927
BOSTON, MA
Past
October 1, 2000 - March 14, 2005
BROWN BROTHERS HARRIMAN & CO.
BD
CRD#: 104487
NEW YORK, NY
Past
May 7, 1996 - January 15, 1999
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
December 2, 1994 - September 29, 1995
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, 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
Alabama(7/7/2011)
RR
Alaska(6/23/2011)
RR
Arizona(7/14/2011)
RR
Arkansas(6/22/2011)
RR
California(6/22/2011)
RR
Colorado(6/24/2011)
RR
Connecticut(6/22/2011)
RR
Delaware(6/23/2011)
RR
District of Columbia(6/24/2011)
RR
Florida(6/23/2011)
RR
Georgia(6/28/2011)
RR
Hawaii(7/27/2011)
RR
Idaho(6/23/2011)
RR
Illinois(6/22/2011)
RR
Indiana(6/23/2011)
RR
Iowa(6/30/2011)
RR
Kansas(6/23/2011)
RR
Kentucky(6/22/2011)
RR
Louisiana(6/22/2011)
RR
Maine(6/24/2011)
RR
Maryland(6/23/2011)
RR
Massachusetts(5/17/2011)
RR
Michigan(6/24/2011)
RR
Minnesota(6/22/2011)
RR
Mississippi(7/19/2011)
RR
Missouri(6/22/2011)
RR
Montana(6/23/2011)
RR
Nebraska(7/13/2011)
RR
Nevada(7/1/2011)
RR
New Hampshire(6/22/2011)
RR
New Jersey(6/22/2011)
RR
New Mexico(6/22/2011)
RR
New York(6/22/2011)
RR
North Carolina(6/22/2011)
RR
North Dakota(6/23/2011)
RR
Ohio(6/22/2011)
RR
Oklahoma(7/5/2011)
RR
Oregon(6/22/2011)
RR
Pennsylvania(6/23/2011)
RR
Puerto Rico(6/29/2011)
RR
Rhode Island(6/22/2011)
RR
South Carolina(6/23/2011)
RR
South Dakota(6/28/2011)
RR
Texas(6/23/2011)
RR
Utah(6/23/2011)
RR
Vermont(6/27/2011)
RR
Virginia(6/22/2011)
RR
Washington(6/22/2011)
RR
West Virginia(6/28/2011)
RR
Wisconsin(6/22/2011)
RR
Wyoming(6/22/2011)
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#: 17442Boston, MA 02110TRUST BUT VERIFY
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