Kyle M. Jeffery

BESSEMER INVESTOR SERVICES

Miami, FL 33131

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CRD#: 6676938

Professional summary

Kyle Madsen Jeffery, who also goes by Kyle M Jeffery, Kyle Jeffery, is a registered financial professional currently at BESSEMER INVESTOR SERVICES, INC. located in Miami, Florida.

Kyle is registered as a RR (Registered Representative) and started their career in finance in 2018. Kyle has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kyle M Jeffery | Kyle Jeffery

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kyle Madsen Jeffery's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 22, 2022 - Present

BESSEMER INVESTOR SERVICES, INC.

Office #1: 801 Brickell Avenue Suite 2000, Miami, FL 33131

CRD#: 17442

Miami, FL

Past

August 24, 2018 - February 8, 2022

MORGAN STANLEY

RIA

CRD#: 149777

Shrewsbury, NJ

Past

July 25, 2018 - February 8, 2022

MORGAN STANLEY

CRD#: 149777

Shrewsbury, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Florida
(2/22/2022)

New York
(2/22/2022)

Exams

State Security Law Exam

IAR

Series 66

Date: 8/24/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/25/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BESSEMER INVESTOR SERVICES, INC.

CRD#: 17442 / SEC#: , 8-35199

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)

Documents

Customer Relationship Summary (CRS / FINRA)

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.

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Kyle M. Jeffery

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kyle Madsen Jeffery's CRS (Customer Relationship Summary).

Certified licenses

Experience

BESSEMER INVESTOR SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/25/2018

FINRA

Current Firm

BESSEMER INVESTOR SERVICES, INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

BESSEMER INVESTOR SERVICES, INC.

TRUST BUT VERIFY

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