Christie
Bonacci

Bluesky Wealth Advisors, LLC

CRD#6795263
Investment Advisor
in New Bern, NC

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About this Advisor

Christie Bonacci is a financial advisor in New Bern, North Carolina. Currently a registered investment advisor at Bluesky Wealth Advisors, LLC, they have accrued 15 years of experience as a financial advisor. Bonacci holds a Series 65 license, qualifying them as an investment advisor representative. Bonacci can act as an advisor in North Carolina. The advisor has gained experience at Altrius Capital Management, Inc, Marc Jessup Insurance Services, Arthur Edwards Elementary Schoool, Annunciation Catholic Parish And School, Bluesky Wealth Advisors, LLC, Unc Kenan-Flagler Business School and Deloitte & Touche, LLC. Bluesky Wealth Advisors, LLC is located in New Bern, North Carolina, and operates out of three other locations in the nation. In aggregate, Bluesky Wealth Advisors, LLC oversees $453 million in assets covering 1,207 accounts and employs 11 staff members. The level of assets currently under the firm's management makes it one of the larger financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 51% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Bluesky Wealth Advisors, LLC can provide financial planning services, portfolio management for individuals and small businesses and other services. The firm's fees may include hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

15 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

2131 S Glenburnie Road Suite 8
New Bern, NC 28562

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Bluesky Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$453,240,307

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

11

NC Average: 22
Total Number of Accounts

1,207

NC Average: 1,917
Average Account Size

$375,510

NC Average: $1,890,985

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Investment Advisory Services

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

Christie Bonacci Work History

Christie has 15 years of experience.

2019 - Present (2 years)

Bluesky Wealth Advisors, LLC

2019 - Present (2 years)

Unc Kenan-Flagler Business School

2018 - 2019 (1 year)

Deloitte & Touche, LLC

2017 - 2017 (< 1 year)

Altrius Capital Management, Inc

2017 - 2017 (< 1 year)

Altrius Capital Management, Inc

2017 - 2018 (1 year)

Unc Kenan-Flagler Business School

2013 - 2017 (4 years)

Marc Jessup Insurance Services

2012 - 2013 (1 year)

Arthur Edwards Elementary Schoool

2005 - 2011 (6 years)

Annunciation Catholic Parish And School

Disclosures

Christie Bonacci has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bluesky Wealth Advisors, LLC

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