Seth
Large
Bluesky Wealth Advisors, LLC
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About this Advisor
Seth Large is a certified financial planner working out of New Bern, North Carolina who has 3 years of relevant experience. Large works at Bluesky Wealth Advisors, LLC. Their career trajectory has included roles at Mutual Of Omaha, Virginia Tech, Our Daily Bread, Green Ridge Rec Center, Tailgaters United, Salem Red Sox and Bluesky Wealth Advisors, LLC. Large holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in North Carolina and Texas. Bluesky Wealth Advisors, LLC is a registered investment business operating out of New Bern, NC. The company has offices in seven locations and a total of 18 advisors. It controls $612 million in assets between its 1,474 client accounts, making it one of the larger firms in the country by assets under management. Of its 1,474 customer accounts, 54% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fees largely depend on which services the firm provides the client. Fees charged by Bluesky Wealth Advisors, LLC likely are comprised of any blend of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Seth Large Work History
Seth has been registered as a financial advisor for 3 years.*
Bluesky Wealth Advisors, LLC
Bluesky Wealth Advisors, LLC
Our Daily Bread
Mutual Of Omaha
Virginia Tech
Virginia Tech
Green Ridge Rec Center
Tailgaters United
Salem Red Sox
*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 Seth Large 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.
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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.
