Kevin Alexander Bloom
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$256.8BFirm assets
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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
13 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Advisors LLCMay 2017 to now
- Cetera Financial Specialists LLCMay 2017 to now
- Cetera Investment Services LLCMay 2017 to now
- Cetera Wealth Services, LLCMay 2017 to now
- Summit Brokerage Services, Inc.May 2017 to now
- First Allied Securities, Inc.May 2017 to Sep 2022
- Girard Securities, Inc.May 2017 to Nov 2017
- Transamerica Capital ImcMar 2017 to Apr 2017
- Hartford Invesment Financial ServicesApr 2013 to Feb 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5989466
- Firm CRD
- 105644