CB
PFS
CB
PFS

Christie Lynn Bonacci

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
9 advisors
Number of Clients
351 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$849.8M

Fee Structure

Financial Planning:Included in AUM fee
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Location

2131 S Glenburnie Road, Suite 8, New Bern, NC, 28562

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christie is an adjunct professor at UNC Kenan Flagler Business School, teaching audit and assurance. This takes about 10-20% of her time.

Employment History
Current Registrations
Bluesky Wealth Advisors, LLC
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Altrius Capital Management, INC.
May 2017 - March 2018 · 10 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.