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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Grosse Point Capital Management

Michael S. Bloom

CRD 2553778 · Evanston, IL

At a glance

Michael S. Bloom is an investment adviser representative with Grosse Point Capital Management in Evanston, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2006, about 20 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.

Current advisory firm

  • Grosse Point Capital ManagementSince September 2020Evanston, IL · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2006 (20 years)
Designations
Certified Financial Planner, Chartered Financial Consultant
Exams
Series 66
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Michael’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
7 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.