Darren S. Bloom
Professional summary
Darren Scott Bloom, CFP®, who also goes by Scott Bloom, is a registered financial advisor currently at WEALTHETIC LLC located in San Diego, California.
Darren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Darren has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Darren Scott Bloom's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
April 1, 2025 - Present
WEALTHETIC LLC
Office #1: 5755 Oberlin Dr #301, San Diego, CA 92121January 19, 2010 - April 17, 2025
LPL FINANCIAL LLC
January 19, 2010 - April 17, 2025
LPL FINANCIAL LLC
May 2, 2009 - January 20, 2010
CHASE INVESTMENT SERVICES CORP.
May 2, 2009 - January 20, 2010
CHASE INVESTMENT SERVICES CORP.
February 21, 2006 - May 2, 2009
WAMU INVESTMENTS, INC.
March 21, 2005 - May 2, 2009
WAMU INVESTMENTS, INC.
March 6, 2002 - March 16, 2005
FORTA FINANCIAL GROUP, INC.
June 28, 2000 - March 26, 2002
GLOBAL CAPITAL SECURITIES CORPORATION
June 23, 1999 - May 12, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 15, 1997 - June 29, 1999
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/1/2025)
Exams
Current Firm
WEALTHETIC LLC
CRD#: 334809 / SEC#: 801-132281
Contact information
Regulatory assets under management
| Total Number of Accounts | 61 |
| AUM (Assets Under Management) | $ 13,230,383 |
Red Flags
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