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Wayne Michael Bloom
Directeur Général chez Commonwealth Equity Services LLC
Provenance du réseau au premier degré de Wayne Michael Bloom
Entité | Type d'entité | Industrie | |
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Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations.
33
| Subsidiary | Investment Managers | 33 |
Commonwealth Equity Services, Inc. (Broker)
5
| Operating Division | Investment Banks/Brokers | 5 |
Commonwealth Financial Advisors LLC
![]() Commonwealth Financial Advisors LLC Investment ManagersFinance Commonwealth Financial Advisors LLC provides investment advice. The private company is based in Louisville, KY. The CEO of the company is Wayne Michael Bloom.
2
| Private Company | Investment Managers | 2 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Wayne Michael Bloom via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
John Hancock Financial Services, Inc.
![]() John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
JPMORGAN CHASE & CO. | Major Banks | Private Equity Investor | |
Piper Sandler & Co. (Broker)
![]() Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity | |
Fidelity Brokerage Services LLC
![]() Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making. | Packaged Software | Corporate Officer/Principal | |
Citigroup Alternative Investments LLC
![]() Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Investment Managers | Corporate Officer/Principal | |
John Hancock Investment Management LLC
![]() John Hancock Investment Management LLC Investment ManagersFinance John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates. | Investment Managers | Market Strategist | |
Compass Point Research & Trading LLC
![]() Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe. | Investment Banks/Brokers | Analyst-Equity | |
Crestwood Advisors LLC
![]() Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Investment Managers | Analyst-Equity | |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Analyst-Equity | |
Granite Ventures LLC
![]() Granite Ventures LLC Investment ManagersFinance Granite Ventures LLC (Granite Ventures) is an independent venture capital firm founded in 1992 by Jackie Berterretche, Sam D. Kingsland and Chris B. Hollenbeck. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
University of Rhode Island | College/University | Undergraduate Degree | |
American University | College/University | Undergraduate Degree | |
Babson College | College/University | Masters Business Admin | |
Bates College | College/University | Undergraduate Degree Undergraduate Degree | |
Bentley University | College/University | Undergraduate Degree | |
Elon University | College/University | Undergraduate Degree | |
George Mason University | College/University | Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
Salem State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
University of New Hampshire | College/University | Undergraduate Degree | |
Western Carolina University | College/University | Undergraduate Degree | |
Wingate University | College/University | Undergraduate Degree | |
Voya Institutional Plan Services LLC
![]() Voya Institutional Plan Services LLC Insurance Brokers/ServicesFinance Voya Institutional Plan Services LLC provides retirement plans and insurance services. It offers investment advisory, broker-dealer and transfer agency services. The company is headquartered in Windsor, CT. | Insurance Brokers/Services | Corporate Officer/Principal | |
FSC Securities Corp.
![]() FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
AssetMark, Inc.
![]() AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Corporate Officer/Principal | |
SagePoint Financial, Inc.
![]() SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Executive Title Center
![]() Executive Title Center Specialty InsuranceFinance Executive Title Center provides title insurance services. The company is headquartered in Norfolk, VA. | Specialty Insurance | President Director/Board Member | |
Armstrong Fleming & Moore, Inc.
![]() Armstrong Fleming & Moore, Inc. Investment ManagersFinance Armstrong Fleming & Moore, Inc. is an American financial planning company with over 35 years of experience. The private company is based in Washington and was founded in 1983 by Alexandra Armstrong. The company takes a personalized approach to create a financial plan and investment strategy unique to each client. | Investment Managers | Corporate Officer/Principal | |
Heritage Financial Services LLC
![]() Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Investment Managers | Founder Portfolio Manager-Equities | |
Nvest Financial LLC
![]() Nvest Financial LLC Investment ManagersFinance Nvest Financial LLC (Nvest) is an independent registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by Shawn P. Willard in 2007. Nvest provides financial planning and portfolio management services to families, individuals and non-profit organizations. | Investment Managers | Compliance Officer Analyst-Equity | |
Wallace E Carroll School of Management | College/University | Undergraduate Degree Graduate Degree | |
Aviator Capital Management LLC
![]() Aviator Capital Management LLC Investment ManagersFinance Aviator Capital Management LLC (Aviator Capital) is a private equity firm founded in 1998. The firm is headquartered in Aventura, with additional offices in Miami, Florida and Dublin, Ireland. | Investment Managers | Chief Executive Officer | |
G B Financial Group, Inc. | Private Equity Investor | ||
NEIRG Wealth Management LLC
![]() NEIRG Wealth Management LLC Investment ManagersFinance NEIRG Wealth Management LLC (NEIRG) is a registered investment advisor headquartered in North Andover, Massachusetts. The firm was founded by Nicholas J. Giacoumakis in 1995 and is owned by Connectus Group LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). NEIRG provides investment advice to individuals (including high-net-worth individuals), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or business entities as well as pooled investment vehicles. | Investment Managers | Founder | |
University of North Carolina at Chapel Hill | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 50 |
Sectorielle
Finance | 29 |
Consumer Services | 19 |
Technology Services | 2 |
Commercial Services | 2 |
Opérationnelle
Corporate Officer/Principal | 51 |
Undergraduate Degree | 35 |
Analyst-Equity | 17 |
Director/Board Member | 15 |
Portfolio Manager-Equities | 14 |
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