Marcus Jack Bloom
Investment adviser representative at Donaldson Capital Management LLC
24 yearsExperience
1 stateRegistered in
$3.5BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Donaldson Capital Management, LLCSep 2021 to now
- Array Partners LLCMay 2019 to Sep 2021
- Lifestyle Freedom Advisory Group, LLCMay 2019 to Sep 2021
- Royal Alliance Associates, Inc.Nov 2018 to Jan 2019
- Signator Investors, Inc.May 2016 to Nov 2018
- The Core GroupSep 2003 to Jan 2019
- Marcus Bloom Sole ProprietorMay 2002 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
Donaldson Capital Management LLC
$3.5BAssets managed
1,838Clients
46Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3278510
- Firm CRD
- 106131