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).

Current Firm Details
2131 S Glenburnie Road, Suite 8, New Bern, NC 28562
https://www.linkedin.com/company/bluesky-wealth-advisors
By the Numbers
  • Total Assets Under Management
    730
    MILLION
  • Total Number of Accounts
    1,559
    ACCOUNTS
  • Average Account Value
    $468,366
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bluesky Wealth Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
David Blain, financial advisor New Bern NC
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 24 years of experience in the finance industry.

2
Christie Bonacci, financial advisor New Bern NC
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 3 years of experience in the finance industry.

3
John Gjertsen, financial advisor Acworth GA
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 16 years of experience in the finance industry.

4
Ayasha Jones, financial advisor New Bern NC
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 5 years of experience in the finance industry.

5
Madeline Valente, financial advisor New Bern NC
Madeline Valente
CRD#: 5497525
2131 S Glenburnie Road, Suite 8, New Bern, NC 28562

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.

6
Caroline Jones, financial advisor New Bern NC
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.

7
Molly Sutz, financial advisor New Bern NC
Molly Sutz
CRD#: 6703502
2131 S Glenburnie Road, Suite 8, New Bern, NC 28562

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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