Ronnie Bloom
Ronnie Bloom is a registered investment advisor at LPL Financial LLC, based in Livingston, NJ, with 29 years of industry experience. Ronnie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
293 Eisenhower Parkway Ste 360, Livingston, NJ, 07039
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Ronnie operates under several DBAs, including Bloom Wealth Management, Livingston Financial, and Performance Based Wealth Management. He also dedicates about a quarter of his time to Millennial Life & Wealth LLC and sells non-variable insurance products for Minnesota Life Insurance Co and AIG General Life Insurance Co.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Network Investment CorporationBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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