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Christie Lynn Bonacci

Bluesky Wealth Advisors, LLC

New Bern, NC

CRD 6795263

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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 2021-01-26
NC RA APPROVED 2020-05-26
  • TX RA
    APPROVED
    Since 2021-01-26
  • NC RA
    APPROVED
    Since 2020-05-26

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, Inc New Bern NC 05/2017 10/2017
Altrius Capital Management, Inc New Bern NC 03/2017 10/2017
Marc Jessup Insurance Services New Bertn NC 09/2013 03/2017
Bluesky Wealth Advisors, Llc New Bern NC 06/2019 Present
Unc Kenan-Flagler Business School Chapel Hill NC 01/2017 06/2018
Unc Kenan-Flagler Business School Chapel Hill NC 06/2019 Present
Deloitte & Touche, Llc Raleigh NC 10/2018 06/2019
Unemployed Havelock NC 11/2017 09/2018
  • 05/2017 → 10/2017
    New Bern, NC
  • 03/2017 → 10/2017
    New Bern, NC
  • 09/2013 → 03/2017
    Marc Jessup Insurance Services
    New Bertn, NC
  • 06/2019 → Present
    New Bern, NC
  • 01/2017 → 06/2018
    Unc Kenan-Flagler Business School
    Chapel Hill, NC
  • 06/2019 → Present
    Unc Kenan-Flagler Business School
    Chapel Hill, NC
  • 10/2018 → 06/2019
    Deloitte & Touche, Llc
    Raleigh, NC
  • 11/2017 → 09/2018
    Unemployed
    Havelock, NC
Previous Registrations
Other Businesses

1. ADJUNCT PROFESSOR, UNC KENAN FLAGLER BUSINESS SCHOOL, CHAPEL HILL, NORTH CAROLINA; NON-INVESTMENT RELATED; START 06/2019. 20-25 HRS SPENT PER MONTH/0 HRS DURING TRADING HOURS. DUTIES: TEACHING AUDIT AND ASSURANCE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-26
  • S65 Uniform Investment Adviser Law Examination
    2020-05-26
Designations
  • Personal Financial Specialist
Other Names
  • Christie Lynn Prindle

View on SEC IAPD

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