LB
Laurence R. Bloom
BLOOMSCHON CPAS LLC
Jericho, NY 11753
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CRD#: 7473439
LB
Professional summary
Laurence Robert Bloom is a registered financial advisor currently at BLOOMSCHON CPAS LLC located in Jericho, New York.
Laurence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Laurence has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
BLOOMSCHON CPAS LLC MEMBER MANAGER CERTIFIED PUBLIC ACCOUNTING FIRM BUSINESS COMMENCED 01/01/2005 FULL TIME OCCUPATION
CRS (Client Relationship Summary) - RIA
Click below to view Laurence Robert 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
June 21, 2023 - Present
BLOOMSCHON CPAS LLC
Office #1: 375 N. Broadway Ste 320, Jericho, NY 11753RIA
CRD#: 317803
Jericho, NY
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
New York(6/21/2023)
Current Firm
BC
BLOOMSCHON CPAS LLC
BLOOMSCHON CPAS LLC
CRD#: 317803 / SEC#:
New York
Registered Investment Advisory firm - (6/21/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
375 N. Broadway Ste 320, Jericho, NY 11753
Mailing Address
Phone number
(516) 626-3992
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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