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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Irwin Bloom is a financial advisor with over 30 years of experience in the industry. Craig has been with Morgan Stanley since 2009, previously working with Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., and Sanford C. Bernstein & Co., Inc. Craig is registered with the state of Texas as an Investment Advisor Representative, and with the state of California as a Registered Representative. Craig has also been a partner in Bray Street Partners, a real estate investment firm, since 2021. Craig is a member of the Finance or Investment Committee for Campbell Hall, a K-12 college preparatory school. Craig holds Series 3, 7, 7TO, 63 and 65 licenses. Craig offers a variety of financial services, including portfolio management, financial planning, and asset allocation advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
05/13/2014 - Present
Morgan Stanley (Sherman Oaks CA)
CA
09/12/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
05/02/2000 - 09/26/2008
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
07/29/1991 - 05/12/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NA
01/10/1989 - 07/14/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 03/20/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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