Sarah Casey C. Haverstick
Professional summary
Sarah Casey Casey Haverstick, who also goes by Sarah Casey Haverstick, Sarah Casey Haverstick, Sarah Casey Wieser, Sara Carsey Wiser, is a registered financial professional currently at BESSEMER INVESTOR SERVICES, INC. located in Greenwich, Connecticut.
Sarah Casey is registered as a RR (Registered Representative) and started their career in finance in 2004. Sarah Casey has worked at 3 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Sarah Casey Casey Haverstick's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 26, 2025 - Present
BESSEMER INVESTOR SERVICES, INC.
Office #1: 600 Steamboat Road, Greenwich, CT 06830July 11, 2019 - June 2, 2024
J.P. MORGAN SECURITIES LLC
September 9, 2010 - July 23, 2019
CREDIT SUISSE SECURITIES (USA) LLC
September 24, 2004 - January 9, 2009
CREDIT SUISSE SECURITIES (USA) LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/26/2025)
(9/3/2025)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 11/24/2004
Limited Representative-Equity Trader ExamFINRA
Current Firm
BESSEMER INVESTOR SERVICES, INC.
CRD#: 17442 / SEC#: , 8-35199
Contact information
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
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