Christie
Bonacci
Bluesky Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Christie Bonacci is a personal financial specialist working in New Bern, North Carolina with 3 years of relevant experience. Bonacci is currently employed by Bluesky Wealth Advisors, LLC. Bonacci has gained experience at Altrius Capital Management, Inc, Marc Jessup Insurance Services, Bluesky Wealth Advisors, LLC, Unc Kenan-Flagler Business School and Deloitte & Touche, LLC. Bonacci has a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in North Carolina and Texas. Bluesky Wealth Advisors, LLC is an advisory business headquartered in New Bern, NC. The company has offices in seven locations and a total of 18 financial advisors. It oversees $612 million in total assets between its 1,474 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 1,474 client accounts, 54% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors depend on which services are offered. However, fee types charged by Bluesky Wealth Advisors, LLC most likely include any combination of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Christie Bonacci Work History
Christie has been registered as a financial advisor for 3 years.*
Bluesky Wealth Advisors, LLC
Unc Kenan-Flagler Business School
Deloitte & Touche, LLC
Altrius Capital Management, Inc
Altrius Capital Management, Inc
Unc Kenan-Flagler Business School
Marc Jessup Insurance Services
*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 Christie Bonacci 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
Acworth, GA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
