Bluesky Wealth Advisors, LLC
Bluesky Wealth Advisors, LLC (CRD# 116760) is a financial advisory firm headquartered in New Bern, NC. They manage $628,190,845 in 1,374 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management628MILLION
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Total Number of Accounts1,374ACCOUNTS
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Average Account Value$457,199
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, FL, GA, NC, NH, 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 22 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 1 year of experience in the finance industry.
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.
John Gjertsen (CRD# 5184962) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Acworth, GA and has over 14 years of experience in the finance industry. John Gjertsen 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.
Ayasha Jones (CRD# 6899331) 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.
Soo Kim (CRD# 6885680) 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. Soo Kim 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.
Madeline Valente (CRD# 5497525) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Pleasanton, CA and has over 15 years of experience in the finance industry. Madeline Valente 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.
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. Caroline Jones 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.
Seth Large (CRD# 7291130) 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 Pine Mountain, GA and has 1 year of experience in the finance industry. Molly Sutz 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.