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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8Brian 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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