Managing Member, Chief Compliance Officer, Chief Executive Officer · Bluesky Wealth Advisors, LLC
David L. Blain
CRD 3174553 · Named on Form ADV at one SEC-registered adviser
At a glance
Bluesky Wealth Advisors, LLC, an SEC-registered wealth manager based in New Bern, NC with $1.0 billion in regulatory assets, lists David L. Blain on its Form ADV as Managing Member, Chief Compliance Officer, Chief Executive Officer, a control person.
Firms and roles
- Bluesky Wealth Advisors, LLCManaging Member, Chief Compliance Officer, Chief Executive OfficerWealth manager · New Bern, NC · $1.0B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.