Evan Robert Bloomberg

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 05/2026
  Ubs
  Florham Park, NJ
• 05/2026 → Present
  Raymond James & Associates, Inc.
  Tinton Falls, NJ

Previous Registrations

• 2013-09-05 → 2026-05-22
  Ubs Financial Services Inc.
  Florham Park, NJ
  Short Hills, NJ
  New York, NY
  Westfield, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2013-09-04
• S63 Uniform Securities Agent State Law Examination
  2000-12-18

Designations

• Chartered Financial Analyst