Morgan Stanley
35yrs
Top advisor by experience in Brewster
21yrs
Based in Brewster, Massachusetts, Simon Bloomfield is a fiduciary financial advisor with 21 years of industry experience. Simon has been with Eagle Strategies since 2024. Eagle Strategies offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 7 advisors with offices in Brewster, and one of 7 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 67% of advisors at Eagle Strategies
OfficeBrewster, MA
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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
- 2024 – nowEagle Strategies LLCCurrent firm
Questions to ask Simon
Tailored to Simon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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?
- 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 Simon
How do I contact Simon?
Call Eagle Strategies at (888) 695-3245 and ask for Simon Bloomfield. Simon works from the Brewster, MA office.
How long has Simon been a financial advisor?
Simon has been in the industry since 2005, about 21 years. More experience than 67% of advisors at Eagle Strategies.
What licenses does Simon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Simon a fiduciary?
Simon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simon paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Simon 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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