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Molly Sutz

Bluesky Wealth Advisors, LLC

New Bern, NC

Moultrie, GA

CRD 6703502

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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 2022-05-02
GA RA APPROVED 2022-01-26
  • TX RA
    APPROVED
    Since 2022-05-02
  • GA RA
    APPROVED
    Since 2022-01-26

Branch Locations

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

Moultrie, GA • 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
Bluesky Wealth Advisors, Llc New Bern NC 01/2022 Present
Elwood And Goetz Wealth Advisory Group Athens GA 08/2017 04/2020
University Of Georgia Athens GA 08/2020 05/2021
Wells Fargo Advisory Group Athens GA 01/2016 08/2017
Unemployed Moultrie GA 04/2020 08/2020
Unemployed Moultrie GA 05/2021 01/2022
  • 01/2022 → Present
    Bluesky Wealth Advisors, Llc
    New Bern, NC
  • 08/2017 → 04/2020
    Elwood And Goetz Wealth Advisory Group
    Athens, GA
  • 08/2020 → 05/2021
    University Of Georgia
    Athens, GA
  • 01/2016 → 08/2017
    Wells Fargo Advisory Group
    Athens, GA
  • 04/2020 → 08/2020
    Unemployed
    Moultrie, GA
  • 05/2021 → 01/2022
    Unemployed
    Moultrie, GA
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

DAVID LAURENCE BLAIN
Christie Lynn Bonacci
AYASHA JONES

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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