Bloom Securities, LLC
Firm details
- Headquarters
- Hallandale Beach, Florida
- CRD number
- 284530
- Registered since
- April 7, 2017
- Website
- bloomllc.com
Firm profile
FINTRXOverview
Bloom Securities, LLC is organized as a limited liability company and is classified as an investment bank. The firm is SEC-registered (initial registration in 2017) and is owned by a domestic entity and/or individual owners. Publicly reported fields indicate Bloom Securities does not operate as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. The firm did not provide detail about its advisory or business activities, fee structure, or client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8
Brian Liberty
Managing DirectorCRD 5278928
David Rifkin
Registered RepresentativeCRD 7265723
Phillip Russo
Vice PresidentCRD 6786605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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