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Advisors / New York / Rye Brook
31yrs

Eric Bloom

Financial advisor at Park Avenue Securities

Eric Bloom is a financial advisor in Rye Brook, New York, with 31 years in the industry. Eric joined Park Avenue Securities in 2013, after eight years at 1717 Capital Management. Eric holds the CFP® designation.

One of 131 advisors with offices in Rye Brook.

Rye Brook, NY 10573CFP®Top 15% by experience at Park Avenue Securities

At a glance

Experience31 years (since 1996)
How that compares ?Top 15% by experience at Park Avenue Securities
Office800 Westchester Avenue 4th Floor Suite N409, Rye Brook, NY 10573
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state

Services through Park Avenue Securities

Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2013 – now
  2. 1998 – 2005
    1717 Capital Management CompanyPreviously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eric

How do I contact Eric?

Call Park Avenue Securities at (888) 600-4667 and ask for Eric Bloom. Eric works from the Rye Brook, NY office.

How long has Eric been a financial advisor?

Eric has been in the industry since 1996, about 31 years. Top 15% by experience at Park Avenue Securities.

What licenses does Eric hold?

Series 63. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Eric paid?

Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric 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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