Bloom Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Hallandale Beach, Florida
CRD number
284530
Registered since
April 7, 2017

Firm profile

FINTRX

Overview

Bloom Securities, LLC is organized as a limited liability company and is classified in public records as an investment bank. The firm first registered with the SEC in 2017. Available regulatory snapshots indicate it is structured as a domestic entity/individual ownership type and does not position itself as a capital allocator or as an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or related adviser in the provided data. The firm has not supplied details about its fee schedule, specific advisory activities, or client segments, so its day-to-day business mix (e.g., underwriting, placement, corporate finance, or advisory mandates) is not described in the record reviewed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • Graham Miller

    Graham Miller

    Vice PresidentCRD 6854170

  • Carl Serra

    Carl Serra

    DirectorCRD 3179039

  • Brian Liberty

    Brian Liberty

    Managing DirectorCRD 5278928

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hallandale Beach, FL

Broward

Location

Hallandale Beach, FL

Headquartered in Hallandale Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
1010 S Federal Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth