Bret
Dayley
Bluesky Wealth Advisors, LLC
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About this Advisor
Bret Dayley is a certified financial planner working out of New Bern, North Carolina with 2 years of relevant experience. Dayley is on the advisory team at Bluesky Wealth Advisors, LLC. Over the course of their career, they have held roles at Global View Capital Insurance, LTD, Cache Valley Hospital, Cambridge Financial, Sjmj, Inc D/B/A H.R. Block, Thermo Fisher Scientific, Usu Agricultural Experimental Station, Advance Insurance, Primerica, Utah State University Student Education, Global View Capital Managment, LTD, Atjt Inc Dba Hr Block, Bluesky Wealth Advisors, LLC, Dayley Financial, Dayley Accounting LLC and Davis & Bott Cpa'S. Dayley has a Series 65 license, designating them as an investment advisor representative, and can operate in North Carolina. Bluesky Wealth Advisors, LLC is a registered investment company based in New Bern, NC. It has offices in seven locations and a total of 18 advisors. It controls $612 million in total assets among its 1,474 customer accounts, placing it among the larger firms in the country by assets under management. Of its 1,474 customer accounts, 54% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Bluesky Wealth Advisors, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors largely are based on the type of financial services offered. Fee types billed by Bluesky Wealth Advisors, LLC likely are comprised of any blend of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bluesky Wealth Advisors, LLC Brokerage Details
$612,430,755
18
1,474
$415,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Bret Dayley Work History
Bret has been registered as a financial advisor for 2 years.*
Bluesky Wealth Advisors, LLC
Dayley Accounting LLC
Davis & Bott Cpa'S
Atjt Inc Dba Hr Block
Global View Capital Managment, LTD
Global View Capital Insurance, LTD
Cache Valley Hospital
Cambridge Financial
Thermo Fisher Scientific
Dayley Financial
Advance Insurance
Sjmj, Inc D/B/A H.R. Block
Usu Agricultural Experimental Station
Primerica
Utah State University Student Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bret Dayley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bluesky Wealth Advisors, LLC
New Bern, NC
West Richland, WA
Moultrie, GA
New Bern, NC
New Bern, NC
New Bern, NC
New Bern, NC
New Bern, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
