Bret Dayley, financial advisor New Bern NC

Bret Dayley

CRD Number: 6816797
Current Firm: Bluesky Wealth Advisors, LLC

Bret Dayley (CRD# 6816797) 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.

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Company Name Location Dates Years
Bluesky Wealth Advisors, LLC New Bern, NC Feb 2021 - Current 1
Dayley Accounting LLC Idaho Falls, ID Oct 2020 - Current 1
Davis & Bott Cpa's Brigham City, UT Jan 2019 - Sep 2020 1
Dayley Financial Logan, UT Feb 2015 - Aug 2019 4
Atjt Inc Dba Hr Block Logan, UT Jan 2018 - Jan 2019 1
Global View Capital Managment, Ltd. Waukesha, WI Aug 2017 - Aug 2018 1
Global View Capital Insurance, Ltd. Waukesha, WI Mar 2016 - Aug 2018 2
Cache Valley Hospital Logan, UT Nov 2015 - Oct 2016 < 1
Cambridge Financial Salt Lake City, UT Feb 2015 - Mar 2016 1
Sjmj, Inc. D/b/a H.r. Block Logan, UT Jan 2013 - Jan 2016 3
Thermo Fisher Scientific Logan, UT Sep 2015 - Oct 2015 < 1
Usu Agricultural Experimental Station Logan, UT Mar 2013 - Jul 2015 2
Utah State University Student Education Logan, UT Aug 2010 - May 2015 4
Advance Insurance Logan, UT Sep 2014 - Jan 2015 < 1
Primerica Logan, UT Jan 2013 - Apr 2014 1
Thermo Fisher Scientific Logan, UT Feb 2011 - Nov 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2021
Contact Info for Bret I. Dayley
Phone Number: 252-633-0107
Firm Website: http://www.blueskywa.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    628
    MILLIONS
  • Total Number of Accounts
    1,374
    ACCOUNTS
  • Average Account Value
    $457,199
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, FL, GA, NC, NH, PA, SC, TX, VA, WA

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