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 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    628
    MILLION
  • 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
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.

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

Financial Advisors at Bluesky Wealth Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
David L. Blain
CRD#: 3174553
2131 S. Glenburnie Road, Suite 8, New Bern, NC 28562

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.

2
Christie L. Bonacci
CRD#: 6795263
2131 S Glenburnie Road, Suite 8, New Bern, NC 28562

Christie Bonacci (CRD# 6795263) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 2 years of experience in the finance industry.

3
Bret I. Dayley
CRD#: 6816797
2131 S Glenburnie Road, Suite 8, New Bern, NC 28562

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.

4
John B. Gjertsen
CRD#: 5184962
Acworth, GA

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.

5
Ayasha Jones
CRD#: 6899331
2131 S Glenburnie Road, Suite 8, New Bern, NC 28562

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.

6
Soo Y. Kim
CRD#: 6885680
2131 S Glenburnie Road, Suite 8, New Bern, NC 28562

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.

7
Madeline Valente
CRD#: 5497525
1811 Santa Rita Road, Suite 214, Pleasanton, CA 94566

Madeline Valente (CRD# 5497525) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Pleasanton, CA and has over 16 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.

8
Caroline Jones
CRD#: 7267111
2131 S Glenburnie Road, Suite 8, New Bern, NC 28562

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.

9
Seth M. Large
CRD#: 7291130
2131 S Glenburnie Road, Suite 8, New Bern, NC 28562

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. Seth Large 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.

10
Molly Sutz
CRD#: 6703502
Moultrie, GA

Molly Sutz (CRD# 6703502) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Moultrie, 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.

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