NB
Norman G. Bloom
SPIRE WEALTH MANAGEMENT
Pittsburgh, PA 15217
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CRD#: 23933
NB
Norman Gerald BloomSPIRE WEALTH MANAGEMENT
Professional summary
Norman Gerald Bloom is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Pittsburgh, Pennsylvania and CONCURRENT INVESTMENT ADVISORS, LLC located in Pittsburgh, Pennsylvania.
Norman is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1963. Norman has worked at 8 firms and has passed the Series 63, Series 52TO, Series 7TO, SIE, Series 5, Series 1, Series 10, Series 24, Series 53, Series 9, Series 4, Series 00 and Series 12 exams.
Aliases
None
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.
1) Concurrent Investment Advisors, LLC d/b/a Bloom Financial Group. Investment-related. At registered location. RIA. Financial Advisor. Start date: 09/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 09/2026. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Norman Bloom LLC. Non-Investment-Related. 5319 Pembroke Pl, Pittsburgh, PA 15232. Operating LLC / Support Company. Owner. Start Date: 02/05/2005. 0 hrs/month. 0 during securities trading hours. There is no business. I only used the account to keep track of my business expenses.
CRS (Client Relationship Summary) - RIA
Click below to view Norman Gerald Bloom's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 6, 2009 - Present
SPIRE WEALTH MANAGEMENT, LLC
Office #1: 6507 Wilkins Ave. Suite 211, Pittsburgh, PA 15217RIA
CRD#: 113908
Pittsburgh, PA
Current
September 30, 2026 - Present
CONCURRENT INVESTMENT ADVISORS, LLC
Office #1: 6507 Wilkins Ave Suite 211, Pittsburgh, PA 15217RIA
CRD#: 323135
Pittsburgh, PA
Current
April 17, 2009 - Present
SPIRE SECURITIES, LLC
Office #1: 6507 Wilkins Ave. Suite 211, Pittsburgh, PA 15217BD
CRD#: 144131
PITTSBURGH, PA
Current
October 1, 2026 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207BD
CRD#: 35747
ALBANY, NY
Past
February 7, 1974 - January 31, 1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
BD
CRD#: 640
Past
February 7, 1974 - May 5, 2009
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
PITTSBURGH, PA
Past
July 2, 1973 - April 14, 1974
DUPONT WALSTON, INCORPORATED
BD
CRD#: 870
Past
July 23, 1963 - November 17, 1973
DUPONT GLORE FORGAN & CO
BD
CRD#: 1000003
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CONCURRENT INVESTMENT ADVISORS, LLC
1858 WEALTH MANAGEMENT | WINSTONE WEALTH PARTNERS | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TRANQUILITY WEALTH MANAGEMENT | TOTA VITA FINANCIAL ASSOCIATES | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE NINE BRIDGE FINANCIAL PARTNERS | THE HAMILTON GROUP | TC WEALTH MANAGEMENT | TAVO WEALTH | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SILVERARROW FINANCIAL | SHEPHERD CAPITAL MANAGEMENT | SAUER WEALTH MANAGEMENT | RIVERTREE WEALTH MANAGEMENT | QUADRI INVESTMENT MANAGEMENT | PRICE FINANCIAL MANAGEMENT | POTOMAC FINANCIAL GROUP | PATTERSON WEALTH MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MONTESA WEALTH MANAGEMENT | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | MARCHE WEALTH | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEVORCHICK WEALTH MANAGEMENT | LEGACY PRIVATE WEALTH PARTNERS | LEE WEALTH MANAGEMENT | LAURUS FINANCIAL GROUP | LAKEWOOD PRIVATE WEALTH | KRAUSE CAPITAL, INC. | KOPP WEALTH MANAGEMENT | KNIGHTSBRIDGE FINANCIAL | KEATON AND SAMS WEALTH MANAGEMENT | KAIZEN WEALTH STRATEGIES | INSIGHT PRIVATE WEALTH | IBIO CAPITAL | HUDSON WEALTH MANAGEMENT | HUDGENS WEALTH PARTNERS | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | HAMILTON INSTITUTIONAL CONSULTING WEALTH MANAGEMENT | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | GAME PLAN WEALTH STRATEGIES LLC | FIG GARDEN WEALTH MANAGEMENT | FEHRMAN INVESTMENT GROUP | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CORBETT ROAD WEALTH MANAGEMENT | CONCURRENT WEALTH ADVISORS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COMPASS ASSET MANAGEMENT GROUP | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CARDINAL WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BROOKSHIRE WEALTH MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT GROUP, LLC | BLUEPRINT FINANCIAL GROUP | BLOOM FINANCIAL GROUP | BD8 CAPITAL PARTNERS | BARNETT FINANCIAL GROUP | AXXIOS PRIVATE WEALTH MANAGEMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALIGNED WEALTH | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH | ACUMEN CO | 44 MANAGEMENT | 3 POINT FINANCIAL
CRD#: 323135 / SEC#: 801-126555
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(4/20/2009)
RR
Colorado(4/17/2009)
RR
District of Columbia(4/17/2009)
RR
Florida(4/17/2009)
RR
Maine(4/23/2009)
RR
Michigan(4/17/2009)
RR
Missouri(4/17/2009)
RR
New York(4/17/2009)
RR
North Carolina(4/17/2009)
RR
Ohio(5/22/2009)
RR
Oregon(4/21/2009)
RR
Pennsylvania(4/17/2009)
IAR
Pennsylvania(5/6/2009)
RR
Texas(9/14/2021)
IAR
Texas(9/30/2026)
RR
Vermont(7/15/2009)
RR
Virginia(4/17/2009)
RR
West Virginia(4/17/2009)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Passed: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Passed: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 10
Passed: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 9
Passed: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Passed: 6/11/1973
General Securities Principal ExaminationPrincipal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CONCURRENT INVESTMENT ADVISORS, LLC
1858 WEALTH MANAGEMENT | WINSTONE WEALTH PARTNERS | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TRANQUILITY WEALTH MANAGEMENT | TOTA VITA FINANCIAL ASSOCIATES | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE NINE BRIDGE FINANCIAL PARTNERS | THE HAMILTON GROUP | TC WEALTH MANAGEMENT | TAVO WEALTH | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SILVERARROW FINANCIAL | SHEPHERD CAPITAL MANAGEMENT | SAUER WEALTH MANAGEMENT | RIVERTREE WEALTH MANAGEMENT | QUADRI INVESTMENT MANAGEMENT | PRICE FINANCIAL MANAGEMENT | POTOMAC FINANCIAL GROUP | PATTERSON WEALTH MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MONTESA WEALTH MANAGEMENT | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | MARCHE WEALTH | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEVORCHICK WEALTH MANAGEMENT | LEGACY PRIVATE WEALTH PARTNERS | LEE WEALTH MANAGEMENT | LAURUS FINANCIAL GROUP | LAKEWOOD PRIVATE WEALTH | KRAUSE CAPITAL, INC. | KOPP WEALTH MANAGEMENT | KNIGHTSBRIDGE FINANCIAL | KEATON AND SAMS WEALTH MANAGEMENT | KAIZEN WEALTH STRATEGIES | INSIGHT PRIVATE WEALTH | IBIO CAPITAL | HUDSON WEALTH MANAGEMENT | HUDGENS WEALTH PARTNERS | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | HAMILTON INSTITUTIONAL CONSULTING WEALTH MANAGEMENT | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | GAME PLAN WEALTH STRATEGIES LLC | FIG GARDEN WEALTH MANAGEMENT | FEHRMAN INVESTMENT GROUP | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CORBETT ROAD WEALTH MANAGEMENT | CONCURRENT WEALTH ADVISORS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COMPASS ASSET MANAGEMENT GROUP | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CARDINAL WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BROOKSHIRE WEALTH MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT GROUP, LLC | BLUEPRINT FINANCIAL GROUP | BLOOM FINANCIAL GROUP | BD8 CAPITAL PARTNERS | BARNETT FINANCIAL GROUP | AXXIOS PRIVATE WEALTH MANAGEMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALIGNED WEALTH | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH | ACUMEN CO | 44 MANAGEMENT | 3 POINT FINANCIAL
CRD#: 323135 / SEC#: 801-126555
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)Loading...
Contact information
Main Address
100 S. Ashley Drive Suite 830, Tampa, FL 33602
Mailing Address
Phone number
(813) 709-8800
Established
Firm type
Fiscal year end
# of Employees
187
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 41,105 |
| AUM (Assets Under Management) | $ 15,727,990,844 |
Red Flags
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.
