Jeffrey R. Clausen
Professional summary
Jeffrey Robert Clausen, CFA, who also goes by Jeff Robert Clausen, Robby Clausen, is a registered financial professional currently at BESSEMER INVESTOR SERVICES, INC. located in New York, New York.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2011. Jeffrey has worked at 4 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Robert Clausen's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 17, 2019 - Present
BESSEMER INVESTOR SERVICES, INC.
Office #1: 1271 Avenue Of The Americas 46th Floor, New York, NY 10020August 1, 2019 - October 28, 2019
BDO CAPITAL ADVISORS, LLC
July 12, 2018 - July 18, 2019
LM + CO. CAPITAL
July 8, 2013 - July 6, 2018
BESSEMER INVESTOR SERVICES, INC.
August 11, 2011 - September 8, 2011
BGC FINANCIAL, L.P.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/17/2019)
Exams
FINRA
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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