Lauren L. Bloom

BLOOM INVESTMENT

Winter Park, FL

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CRD#: 2451952

Professional summary

Lauren Leidner Bloom, CFP®, who also goes by Lauren Leidner Bloom, Lauren Bloom, Lauren Beth Leidner, Lauren Beth Leidner Bloom, is a registered financial advisor currently at BLOOM INVESTMENT located in Winter Park, Florida.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Lauren has worked at 6 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren Leidner Bloom | Lauren Bloom | Lauren Beth Leidner | Lauren Beth Leidner Bloom

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.

Lauren Leidner Bloom is currently employed as the Director of Membership at Winter Park Chamber of Commerce. This activity accounts for approximately 50% of her time during trading hours. Ms. Bloom is also a Manager and Member of several Limited Liability Companies through which she manages certain of her family's investments. These include Blue Mink LLC, Blue Mink Holdings LLC, and Harland Park Investments LLC. Collectively, these activities account for less than 1% of her time during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Leidner 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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

March 18, 2022 - Present

BLOOM INVESTMENT

RIA

CRD#: 317306

Winter Park, FL

Past

March 21, 2016 - December 16, 2017

LAMCO ADVISORY SERVICES INC.

RIA

CRD#: 111727

LAKE MARY, FL

Past

February 15, 2012 - July 22, 2013

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

NEWTON, MA

Past

January 10, 2008 - July 22, 2013

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

NEWTON, MA

Past

February 4, 2004 - October 26, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

WELLESLEY, MA

Past

March 15, 1996 - December 1, 2000

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

April 13, 1994 - February 24, 1996

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

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.

Highlighted states indicate IAR registrations

IAR

Florida
(3/18/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/14/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/13/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/18/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLOOM INVESTMENT

BLOOM INVESTMENT | BLOOM INVESTMENT LLC

CRD#: 317306 / SEC#:

Florida

Registered Investment Advisory firm - (3/18/2022 Approved)

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Contact information

Main Address

Winter Park, FL

Mailing Address

Po Box 2951, Orlando, FL 32802

Phone number

(407) 900-7301

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Lauren L. Bloom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Leidner Bloom's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLOOM INVESTMENT

LAMCO ADVISORY SERVICES INC.

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MML INVESTORS SERVICES, LLC

FIDELITY DISTRIBUTORS COMPANY LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

State Registrations and Notice Filings

Exams

Series 63

Date: 1/14/2004

Series 7

Date: 5/13/2008

Series 6

Date: 12/18/2003

Current Firm

BLOOM INVESTMENT

Contact information

Documents

Red Flags

Company Information

BLOOM INVESTMENT

TRUST BUT VERIFY

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