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
Molly Sutz
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
January 2022 - Present · 4 yrs 1 mo
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.
Contact
Molly Sutz