Bloom Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
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 that identifies itself as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm’s public profile does not indicate that it acts as a capital allocator or that it pursues ESG investing; it is also not described as a multistate adviser, a pension consultant, or a related adviser. There is no detail provided about advisory or day-to-day business activities, and the firm has not supplied information about affiliations or specific service lines.

Assets & Accounts

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 7
  • Graham Miller

    Graham Miller

    Vice PresidentCRD 6854170

  • Carl Serra

    Carl Serra

    DirectorCRD 3179039

  • Robert Goettling

    Robert Goettling

    PrincipalCRD 5997149

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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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