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 registered with the SEC since 2017. FINTRX classifies the firm as an investment bank and lists its ownership as a combination of a domestic entity and an individual. The dataset flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. It is not identified as a multi-state adviser, pension consultant, or related adviser. The source file does not supply details on the firm's business lines, advisory services, client segments, or fee arrangements, so there is no basis here to describe its product mix or service model beyond the registration and classification fields above.

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
  • Brian Liberty

    Brian Liberty

    Managing DirectorCRD 5278928

  • David Rifkin

    David Rifkin

    Registered RepresentativeCRD 7265723

  • Phillip Russo

    Phillip Russo

    Vice PresidentCRD 6786605

Unlock 5 more contacts

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