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Simon George Bloomfield

Eagle Strategies LLC

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About Simon George Bloomfield

Simon Bloomfield is a financial advisor at Eagle Strategies LLC. Simon has been in the financial industry since 2005 and has licenses in multiple states, including Florida, Massachusetts, New York, and Washington. Simon is registered as an Investment Advisor Representative and a Registered Representative. Simon offers a variety of financial planning and investment services to individual and corporate clients. Simon also holds a Series 6, Series 63, Series 65, and SIE licenses and has experience in the insurance industry. Simon has experience working with insurance companies, charitable organizations, high-net-worth individuals, and other corporations and businesses.

Firm Information

Simon Bloomfield is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Simon Bloomfield’s Registration & Firm History

MA

01/09/2024 - Present

Eagle Strategies LLC (Brewster MA)

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Licenses & Designations

IA

Issued 12/21/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 5/16/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/16/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Simon George Bloomfield. Review regulatory record here.
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