UBS Financial Services
43yrs
Top advisor by experience in Sherman Oaks
35yrs
Craig Bloom is a fiduciary financial advisor in Sherman Oaks, California, with 35 years in the industry. After a year at Morgan Stanley & and eight years at Citigroup Global Markets, Craig joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 180 advisors with offices in Sherman Oaks, and one of 155 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience in California
Office15260 Ventura Boulevard Suite 1900, Sherman Oaks, CA 91403
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- Sep 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2000 – 2008Citigroup Global Markets Inc.Previously
Questions to ask Craig
Tailored to Craig’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Craig
How do I contact Craig?
Call Morgan Stanley at 914-225-5510 and ask for Craig Bloom. Craig works from the Sherman Oaks, CA office.
How long has Craig been a financial advisor?
Craig has been in the industry since 1991, about 35 years. Top 8% by experience in California.
What licenses does Craig hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Craig a fiduciary?
Craig is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Craig paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Craig for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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