Eric Bloom, financial advisor Rye Brook NY

Eric Bloom

CRD Number: 2708116
Current Firm: Park Avenue Securities LLC
Compensation Model: Both

Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

In addition, Eric has the RICP, CLU, and ChFC professional designations.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities Rye Brook, NY Nov 2023 - Current < 1
Guardian Life Insurance Company Rye Brook, NY Nov 2023 - Current < 1
Guardian Life Insurance Company Boynton Beach, FL Feb 2023 - Nov 2023 < 1
Park Avenue Securities Boynton Beach, FL Feb 2023 - Nov 2023 < 1
Park Avenue Securities Rye Brook, NY Apr 2007 - Feb 2023 15
Guardian Life Insurance Company Rye Brook, NY Sep 1997 - Feb 2023 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Eric M. Bloom
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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