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David Laurence Blain

BLUESKY WEALTH ADVISORS, LLC·NEW BERN, North Carolina
Series 65Clean record23 years registeredBLUESKY WEALTH ADVISORS, LLC
2131 S GLENBURNIE ROAD, NEW BERN, NC 28562CRD# 3174553Firm CRD# 116760

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Laurence Blain · NEW BERN, NC
Registration
CRD #3174553 · BLUESKY WEALTH ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

BLUESKY WEALTH ADVISORS, LLC
Jul 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 24, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUESKY WEALTH ADVISORS, LLC
CRD 116760 · SEC 801-78583
AUM
$730M
Regulatory assets under management
Employees
14
1,559 client accounts
Services offered by BLUESKY WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BLUESKY WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does David Laurence Blain offer?
David Laurence Blain specializes in Financial Planning, Investment Management. Contact their office in NEW BERN, North Carolina for a consultation.
What are David Laurence Blain's credentials?
David Laurence Blain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Laurence Blain located?
David Laurence Blain is based in NEW BERN, North Carolina, working with BLUESKY WEALTH ADVISORS, LLC. Their office serves clients in the NEW BERN metropolitan area and surrounding communities.
How does David Laurence Blain charge for services?
David Laurence Blain's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUESKY WEALTH ADVISORS, LLC?
BLUESKY WEALTH ADVISORS, LLC has approximately 14 employees and manages $730M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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