Advisory services are offered through Bloom Advisers, LLC ("Bloom"), an SEC registered investment adviser. Bloom's investment advisory services are available only to residents of the United States. Brokerage accounts for Bloom clients are established at Alpaca Securities, LLC (“Alpaca”), a wholly-owned subsidiary of AlpacaDB, Inc. Technology and a third-party SEC registered broker-dealer that is a member of the Financial Industry Regulatory Authority (www.finra.org) and the Securities Investor Protection Corporation (www.sipc.org).
Bloom Investment Advisors LLC and Alpaca Securities LLC are not affiliated and none are responsible for the liabilities of the other. Alpaca provides clearing and execution services and serves as qualified custodian for advisory assets of Bloom clients. All accounts and trade executions are powered by Alpaca's technology. View Alpaca's disclosures at: https://alpaca.markets/disclosures.Alpaca does not make recommendations with regard to fractional share trading, whether to use fractional shares at all, or whether to invest in any specific security. A security’s eligibility on the list of fractional shares available for trading is not an endorsement of any of the securities, nor is it intended to convey that such stocks have low risk. Fractional share transactions are executed either on a principal or risks principal basis, and can only be bought or sold with market orders during normal market hours.