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Donald Stuart Bloom

STONEX FINANCIAL
DELRAY BEACH, FL
·CRD# 1094561·43 years experience

Professional Summary

Donald Stuart Bloom is a registered financial advisor currently at STONEX FINANCIAL INC. located in Delray Beach, Florida. Donald is registered as a RR (Registered Representative) and started their career in finance in 1983. Donald has worked at 11 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 3 and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

43 years in the financial services industry

Current & Past Employments

STONEX FINANCIAL INC.·CRD# 45993
BD
Delray Beach, FL
June 3, 2026 - Present
THE BENCHMARK COMPANY, LLC·CRD# 22982
BD
New York, NY
September 7, 2017 - October 9, 2026
AEGIS CAPITAL CORP.·CRD# 15007
BD
New York, NY
December 8, 2016 - September 22, 2017
EVERCORE GROUP L.L.C.·CRD# 42405
BD
New York, NY
December 22, 2015 - August 11, 2016
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC·CRD# 28195
BD
New York, NY
October 23, 2013 - December 31, 2015
BMO CAPITAL MARKETS CORP.·CRD# 16686
BD
New York, NY
April 9, 1998 - September 9, 2013
DEUTSCHE BANK SECURITIES INC.·CRD# 2525
BD
New York, NY
May 20, 1996 - March 6, 1998
FIRST MANHATTAN SECURITIES LLC·CRD# 1845
BD
New York, NY
November 14, 1995 - May 15, 1996
SANFORD C. BERNSTEIN & CO., INC.·CRD# 1232
BD
New York, NY
October 4, 1991 - June 29, 1995
PERSHING LLC·CRD# 7560
BD
Jersey City, NJ
February 25, 1987 - August 16, 1991
E. F. HUTTON & COMPANY INC·CRD# 235
BD
March 1, 1983 - March 26, 1987

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Current Firm

SF
STONEX FINANCIAL INC.

INTERNATIONAL TRADER ASSOCIATION, INC. | STONEX FINANCIAL INC. | STONEX | INTLTRADER.COM, INC. | INTL TRADING, INC. | INTL FCSTONE SECURITIES INC. | INTL FCSTONE FINANCIAL INC.

CRD#: 45993 / SEC#: 8-51269
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

329 Park Avenue North Suite 350, Winter Park, FL 32789

Mailing Address

329 Park Avenue North Suite 350, Winter Park, FL 32789

Phone Number

(407) 741-5300

Established

Florida since 05/29/1998

Firm Type

Corporation

Fiscal Year End

September

Firm Size

Large

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STONEX GROUP INC.OWNER—
DAVISON, STUART ANDREWDIRECTOR; CHIEF OPERATING OFFICER7824576
DICIOLLO, ANTHONY JOSEPHDIRECTOR, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD4976402
DUNAWAY, WILLIAM JOHNDIRECTOR, CHIEF FINANCIAL OFFICER6505923
LYON, CHARLES MARTINDIRECTOR, PRESIDENT4000852
MAURER, MARK LDIRECTOR, CHIEF RISK OFFICER4234406
PORZIO, JOSEPH JOHNFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1319702
SHEA, KEVINSECRETARY8263627
SMITH, PHILIP ANDREWDIRECTOR4999097
SZEKELY, GIGI KLARACHIEF COMPLIANCE OFFICER - BD DIVISION2530826

Disclosures

Regulatory Event

76

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(6/3/2026)
RR
Connecticut
(6/3/2026)
RR
Florida
(6/3/2026)
RR
Georgia
(6/3/2026)
RR
Michigan
(6/3/2026)
RR
Minnesota
(6/3/2026)
RR
New Jersey
(6/3/2026)
RR
New York
(6/3/2026)
RR
Pennsylvania
(6/3/2026)
RR
Virginia
(6/4/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1983About the Series 63 exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Oct 2006

Series 3 — National Commodity Futures Examination

Passed Apr 1983About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Feb 1983About the Series 7 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Donald Stuart Bloom's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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