Bluesky Investment Management, LLC

Bluesky Investment Management, LLC (CRD# 226711) is a financial advisory firm headquartered in Ridgewood, NJ. They manage $13,800,000 in 27 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $511,111
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Bluesky Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lindsay H. Sturmak
CRD#: 2875124
123 Prospect Street, Ridgewood, NJ 07450
96
Wealthminder
score

Lindsay Sturmak (CRD# 2875124) is an Investment Advisor Representative working at Bluesky Investment Management, LLC in Ridgewood, NJ and has over 20 years of experience in the finance industry. Lindsay Sturmak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeremy Paul
CRD#: 2941072
2255 Glades Rd., Boca Raton, FL 33431
86
Wealthminder
score

Jeremy Paul (CRD# 2941072) is an Investment Advisor Representative working at Bluesky Investment Management, LLC in Boca Raton, FL and has over 20 years of experience in the finance industry. Jeremy Paul has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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