Bluesky Wealth Advisors, LLC
Bluesky Wealth Advisors, LLC (CRD# 116760) is a financial advisory firm headquartered in New Bern, NC. They manage $730,182,752 in 1,559 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management730MILLION
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Total Number of Accounts1,559ACCOUNTS
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Average Account Value$468,366
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, FL, GA, NC, PA, SC, TX, VA, WA
David Blain (CRD# 3174553) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 24 years of experience in the finance industry.
Christie Bonacci (CRD# 6795263) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 4 years of experience in the finance industry.
John Gjertsen (CRD# 5184962) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Acworth, GA and has over 16 years of experience in the finance industry.
Ayasha Jones (CRD# 6899331) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 6 years of experience in the finance industry.
Madeline Valente (CRD# 5497525) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 17 years of experience in the finance industry.
Caroline Jones (CRD# 7267111) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has 1 year of experience in the finance industry.
Johanna Mussro (CRD# 6336821) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has 1 year of experience in the finance industry.
Molly Sutz (CRD# 6703502) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has 1 year of experience in the finance industry.