Kevin Alexander Bloom

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 04/2013 → 02/2017
  Hartford Invesment Financial Services
  Radnor, PA
• 03/2017 → 04/2017
  Transamerica Capital Imc
  Denver, CO
• 05/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2017 → Present
  Cetera Advisors Llc
  St Cloud, CO
• 05/2017 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2017 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 05/2017 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 05/2017 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 05/2017 → Present
  Summit Brokerage Services, Inc.
  Boca Raton, FL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Exams

• S66 Uniform Combined State Law Examination
  2017-08-22
• S63 Uniform Securities Agent State Law Examination
  2013-09-06

Designations

• Chartered Financial Consultant