Simon George Bloomfield
Investment adviser representative at Eagle Strategies LLC
21 yearsExperience
1 stateRegistered in
$32BFirm assets
37 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 assetsHourlyFixed 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
21 years in the industry.
- White Cap FinancialJun 2026 to now
- Eagle Strategies LLCJan 2024 to now
- New York Life Insurance Co.Apr 2005 to now
- Nylife Securities, Inc.Apr 2005 to now
- White Cap Financial and Insurance ServicesSep 2024 to Jun 2026
- The Bloomfield Group, LLCJun 2016 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 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
- 4943708
- Firm CRD
- 110826