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BLOOM ADVISORS, INC., CRD 106152
FARMINGTON HILLS, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CYNTHIA MARIA SZYMANSKI | Certified Financial Planner | FARMINGTON HILLS, MI | 16 | 24 | n/a | no |
| JACK KABALAN RIASHI | Certified Financial Planner | FARMINGTON HILLS, MI | 16 | 39 | n/a | no |
| KENNETH J BLOOM | n/a | FARMINGTON HILLS, MI | 16 | 42 | n/a | no |
| SCOTT WHYTE | n/a | FARMINGTON HILLS, MI | 16 | 37 | n/a | no |
| RICHARD J BLOOM | n/a | FARMINGTON HILLS, MI | 15 | 30 | n/a | no |
| JONATHAN MARC GOLDBERG | n/a | FARMINGTON HILLS, MI | 15 | 30 | n/a | no |
| BRIAN WEISBERGER | n/a | FARMINGTON HILLS, MI | 13 | 31 | 1 | no |
| COREY MARK WEINTRAUB | n/a | FARMINGTON HILLS, MI | 11 | 26 | 2 | no |
| Stephanie Bloom Lucker | Certified Financial Planner | FARMINGTON HILLS, MI | 7 | 11 | n/a | no |
| Colin Stewart Fraser | Certified Financial Planner | FARMINGTON HILLS, MI | 1 | 15 | 1 | no |
| JENNIFER BLOOM KRAVIS | Certified Financial Planner | FARMINGTON HILLS, MI | 1 | 16 | n/a | no |
| Dillon Lee Haviland | Certified Financial Planner | FARMINGTON HILLS, MI | 0 | 10 | 6 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLOOM, RICHARD, J | President | C | yes | 01/2005 | Apr 1, 2026 | Apr 1, 2026 |
| KRAVIS, JENNIFER, BLOOM | PARTNER | FINANCIAL ADVISOR | C | yes | 01/2026 | Apr 1, 2026 | Apr 1, 2026 |
| Lucker, Stephanie, Bloom | PARTNER | FINANCIAL ADVISOR | C | yes | 01/2026 | Apr 1, 2026 | Apr 1, 2026 |
| BLOOM, KENNETH, J | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | yes | 01/2005 | Feb 29, 2012 | Mar 14, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BLOOM, BLOOM & ASSOCIATES, PC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 1, 2026 | $1.6B | $1.6B | 21 | 11 | 1 | n/a | n/a |
| 2024 | Mar 24, 2025 | $1.4B | $1.4B | 21 | 9 | 0 | n/a | n/a |
| 2023 | Feb 2, 2024 | $1.3B | $1.3B | 21 | 10 | 0 | n/a | n/a |
| 2022 | Feb 6, 2023 | $1.2B | $1.2B | 19 | 8 | 0 | n/a | n/a |
| 2021 | May 3, 2022 | $1.4B | $1.4B | 19 | 8 | 0 | n/a | n/a |
| 2020 | Feb 1, 2021 | $1.3B | $1.3B | 20 | 8 | 0 | n/a | n/a |
| 2019 | Feb 19, 2020 | $1.2B | $1.2B | 20 | 8 | 0 | n/a | n/a |
| 2018 | Feb 7, 2019 | $1.0B | $1.0B | 18 | 8 | 0 | n/a | n/a |
| 2017 | Feb 9, 2018 | $1.2B | $1.2B | 18 | 8 | 0 | n/a | n/a |
| 2016 | Feb 8, 2017 | $1.0B | $1.0B | 18 | 8 | n/a | n/a | n/a |
| 2015 | Feb 23, 2016 | $1.0B | $1.0B | 18 | 8 | n/a | n/a | n/a |
| 2014 | Feb 17, 2015 | $1.1B | $1.1B | 18 | 8 | n/a | n/a | n/a |
| 2013 | Feb 5, 2014 | $1.0B | $1.0B | 17 | 7 | n/a | n/a | n/a |
| 2012 | Mar 8, 2013 | $843M | $843M | 17 | 8 | n/a | n/a | n/a |
| 2011 | Feb 29, 2012 | $733M | $733M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.6B | $1.4B | 15.0% | $1.2B | 11.9% | 21 | 21 | 1 | 0 |