Christie
Bonacci
Bluesky Wealth Advisors, LLC
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About this Advisor
Christie Bonacci is a financial advisor based in New Bern, North Carolina, working with Bluesky Wealth Advisors, LLC. Christie has previously held positions at Altrius Capital Management, Inc, Marc Jessup Insurance Services, Bluesky Wealth Advisors, LLC, Unc Kenan-Flagler Business School, and Deloitte & Touche, LLC. Christie has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Christie is part of Bluesky Wealth Advisors, LLC, which operates out of New Bern, North Carolina. The firm has 6 offices and 14 employees. The firm manages assets totaling $730.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Bluesky Wealth Advisors, LLC includes hourly and fixed fees.
Certifications and Registrations
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Fee Structure
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Bluesky Wealth Advisors, LLC Brokerage Details
$730,182,752
14
1,559
$468,366
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Christie Bonacci Work History
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
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
Plano, TX
New Bern, NC
West Richland, WA
New Bern, NC
Moultrie, GA
New Bern, NC
New Bern, NC
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