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 based out of New Bern, North Carolina, with 21 years of work experience. Blain is an advisor for Bluesky Wealth Advisors, LLC. They have been an employee of Bluesky Wealth Advisors, Llc for all of their career. Blain holds a Series 65 license, designating them as an investment advisor representative, and is approved to operate in California, North Carolina and Texas. Bluesky Wealth Advisors, LLC is a company that has its headquarters in New Bern, North Carolina. The firm has offices in three locations and a total of 11 people on staff. It has $453 million in assets under management among its 1,207 accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,207 accounts, 51% belong to high-net-worth clients who have at least $1 million in assets. Bluesky Wealth Advisors, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors are based on the type of services offered. Fee types billed by Bluesky Wealth Advisors, LLC likely are comprised of hourly and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years of Experience

21 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

David Blain Work History

David has 21 years of experience.

1999 - Present (22 years)

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

Disclosures

David Blain has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bluesky Wealth Advisors, LLC

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