David
Blain

Bluesky Wealth Advisors, LLC

CRD#3174553
Investment Advisor
in New Bern, NC

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About this Advisor

David Blain is a chartered financial analyst who works out of New Bern, North Carolina who has 20 years of relevant experience. Blain works at Bluesky Wealth Advisors, LLC. They have spent the entirety of their time as a financial advisor at Bluesky Wealth Advisors, Llc. Blain holds a Series 65 license, designating them as an investment advisor representative, and can advise clients in North Carolina and Texas. Bluesky Wealth Advisors, LLC is a registered investment firm headquartered in New Bern, NC. The company has offices in seven locations and a total of 18 advisors. It administers $612 million in total assets between its 1,474 accounts, making it one of the larger firms in the nation by assets under management. Of its 1,474 accounts, 54% belong to high-net-worth clients who have more than $1 million in assets. Bluesky Wealth Advisors, LLC offers a few 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 provided. However, fee types billed by Bluesky Wealth Advisors, LLC likely consist of hourly and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

20 years

Services Offered

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

Fee Structure

Hourly Charges, Fixed Fees

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

$612,430,755

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

18

NC Average: 22
Total Number of Accounts

1,474

NC Average: 1,917
Average Account Size

$415,489

NC Average: $1,890,985

Investment Advisory Services

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

David Blain Work History

David has been registered as a financial advisor for 20 years.*

1999 - Present (25 years)

Bluesky Wealth Advisors, LLC, (Fka D.L. Blain & Co., LLC)

*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 David Blain 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

Christie Bonacci
New Bern, NC
Thomas Rasmussen
West Richland, WA
Molly Sutz
Moultrie, GA
Bret Dayley
New Bern, NC
John Gjertsen
Acworth, GA
Ayasha Jones
New Bern, NC
Soo Kim
New Bern, NC
Tara Hughes
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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