Investment adviser representative · Bluesky Wealth Advisors, LLC
Molly Sutz
CRD 6703502 · New Bern, NC
At a glance
Molly Sutz is an investment adviser representative with Bluesky Wealth Advisors, LLC in New Bern, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Molly’s SEC record dates to 2022, about 4 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Bluesky Wealth Advisors, LLCSince January 2022New Bern, NC · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Molly’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- 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: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Bluesky Wealth Advisors, LLC
- David L. BlainNew Bern · Chartered Financial Analyst
- Christie L. BonacciNew Bern · Personal Financial Specialist
- Tara L. HughesNew Bern · Personal Financial Specialist
- Ayasha JonesNew Bern
- John A. NelsonNew Bern
- John A. StatonNew Bern · Certified Financial Planner
- Madeline ValenteNew Bern · Certified Financial Planner
- John B. GjertsenAcworth · Certified Financial Planner, Chartered Financial Analyst
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