Bronwyn
Shone

Bluesky Wealth Advisors, LLC

CRD#4541321
Investment Advisor
in Pleasanton, CA

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About this Advisor

Bronwyn Shone is a certified financial planner who works out of Pleasanton, California, who has been in the financial industry for 12 years. Shone is currently employed by Bluesky Wealth Advisors, LLC. Throughout their career, they have worked at Bluesky Wealth Advisors, LLC and Pleasanton Financial Advisors. Shone maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Bluesky Wealth Advisors, LLC is a financial advisory firm that has its headquarters in Pleasanton, California. The company has offices in three locations and a total of 11 employees. It oversees $453 million in assets between its 1,207 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 1,207 accounts, 51% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fees billed by Bluesky Wealth Advisors, LLC can include any combination of hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1811 Santa Rita Road Suite 211
Pleasanton, CA 94566

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Bluesky Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$453,240,307

CA Average: $3,625,019,099
Total Number of Employees

11

CA Average: 22
Total Number of Accounts

1,207

CA Average: 1,917
Average Account Size

$375,510

CA Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Bronwyn Shone Work History

Bronwyn has 12 years of experience.

2013 - Present (8 years)

Bluesky Wealth Advisors, LLC

2008 - 2013 (5 years)

Pleasanton Financial Advisors

Disclosures

Bronwyn Shone has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bluesky Wealth Advisors, LLC

Caroline Jones
New Bern, NC
John Gjertsen
Acworth, GA
Soo Kim
New Bern, NC
Ayasha Jones
New Bern, NC
Stephen Fletcher
New Bern, NC
Stephen Horstmann
New Bern, NC
Madeline Valente
Pleasanton, CA
Bronwyn Shone
Pleasanton, CA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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