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CRD#: 17442
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BESSEMER INVESTOR SERVICES, INC. is located at 1271 Avenue Of The Americas 46 Floor, New York, NY 10020 and was first established at New York, Delaware in 04/07/1983. After operating for 43 years, BESSEMER INVESTOR SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BESSEMER INVESTOR SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. BESSEMER INVESTOR SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BESSEMER INVESTOR SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BESSEMER INVESTOR SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BESSEMER INVESTOR SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BESSEMER INVESTOR SERVICES, INC. Comes From

Understanding the Statistics for BESSEMER INVESTOR SERVICES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM 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
Firm Size
Medium
Phone Number
(212) 708-9100
Established
Delaware since 04/07/1983
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BESSEMER TRUST COMPANY, N.A.SHAREHOLDER
BOYLE, PATRICK SIDNEYSENIOR VICE PRESIDENT2472066
GLOWACKI, JEFF JOSEPHDIRECTOR/SENIOR VICE PRESIDENT2942946
GUPTA, RITUCHIEF COMPLIANCE OFFICER/ASSISTANT SECRETARY5059699
MARQUEZ, MICHAEL ALLENDIRECTOR/PRESIDENT4413060
MCBRIDE, TIMOTHY SEANSENIOR VICE PRESIDENT2554176
PEDROSO, ARTURO GUSTAVOSENIOR VICE PRESIDENT5161708
SCHLUSSELBERG, BRIAN SCOTTSENIOR VICE PRESIDENT4716582
SLOAN, BENJAMIN PERRYSENIOR VICE PRESIDENT4243057
SYMINGTON, JANE REILLYSENIOR VICE PRESIDENT2520317
TRIMARCO MIRANDO, DIANAASSISTANT TREASURER/ASSISTANT FINANCIAL & OPERATIONS PRINCIPAL5714209
YAWORSKY, GEORGE M.TREASURER/FINANCIAL & OPERATIONS PRINCIPAL6425195

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Advisor's working at BESSEMER INVESTOR SERVICES, INC.

JB

Jordi Ramon Busse

Jordi R Busse, Jordi Busse
RR
CRD#: 6222028
Location:
Miami, FL 33131
Company:
BESSEMER INVESTOR SERVICES, INC.
Disclosures:
Experience:
11 years
View Profile
SH

Samuel Alexander Haverstick

Alec Haverstick, S Alexander Haverstick Ii, Samuel Alexander Haverstick Ii
RR
CRD#: 1740601
Location:
New York, NY 10020
Company:
BESSEMER INVESTOR SERVICES, INC.
Disclosures:
Experience:
37 years
View Profile
WM

Walter Patrick Montaigne II

RR
CRD#: 1598746
Location:
New York, NY 10020
Company:
BESSEMER INVESTOR SERVICES, INC.
Disclosures:
Experience:
29 years
View Profile
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