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Tara Lorraine Hughes

Bluesky Wealth Advisors, LLC

New Bern, NC

CRD 5917206

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Employer firm

Bluesky Wealth Advisors, LLC CRD 116760

$1.00B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Bluesky Wealth Advisors, Llc

2131 S Glenburnie Road Suite 8, New Bern, NC 28562 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-05
NC RA APPROVED 2022-07-15
  • TX RA
    APPROVED
    Since 2022-08-05
  • NC RA
    APPROVED
    Since 2022-07-15

Branch Locations

2131 S Glenburnie Road Suite 8, New Bern, NC 28562 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Altrius Capital Management New Bern NC 10/2010 05/2018
Bluesky Wealth Advisors, Llc New Bern NC 06/2022 Present
The Epiphany School.OF Global Studies New Bern NC 05/2018 06/2022
  • 10/2010 → 05/2018
    Altrius Capital Management
    New Bern, NC
  • 06/2022 → Present
    Bluesky Wealth Advisors, Llc
    New Bern, NC
  • 05/2018 → 06/2022
    The Epiphany School.OF Global Studies
    New Bern, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-15
  • S65 Uniform Investment Adviser Law Examination
    2022-07-15
Designations
  • Personal Financial Specialist
Other Names
  • Tara Lorraine Mccourt

View on SEC IAPD

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Nearby Offices

EDWARD JONES · New Bern, NC
LPL ENTERPRISE, LLC · NEW BERN, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · New Bern, NC

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