Zachary L. Powell
Professional summary
Zachary L Powell, CFP®, who also goes by Zach Powell, is a registered financial professional currently at BESSEMER INVESTOR SERVICES, INC. located in New York, New York.
Zachary is registered as a RR (Registered Representative) and started their career in finance in 2022. Zachary has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Zachary L Powell's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 10, 2022 - Present
BESSEMER INVESTOR SERVICES, INC.
Office #1: 1271 Avenue Of The Americas 46 Floor, New York, NY 10020State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/13/2022)
(2/4/2022)
(10/7/2022)
Exams
Series 7TO
Date: 1/10/2022
General Securities Representative ExaminationFINRA
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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