Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
9 advisors
Number of Clients
351 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$849.8M
Fee Structure
Financial Planning:Included in AUM fee
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Contact
Madeline Valente
Location
2131 S Glenburnie Road, Suite 8, New Bern, NC, 28562
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bluesky Wealth Advisors, LLC
September 2013 - Present · 12 yrs 5 mos
Previous Registrations
Pleasanton Financial Advisors
April 2008 - November 2013 · 5 yrs 7 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Additional Information
I like being part of a team—a team that includes our clients—and being able to make a meaningful, lasting, positive difference in people’s lives and the generations that will come after them. It truly brings me joy watching our clients achieve their goals and live out their dreams.
Contact
Madeline Valente