David L. Blain
BLUESKY WEALTH ADVISORS
NEW BERN, NC 28562
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CRD#: 3174553
David Laurence BlainBLUESKY WEALTH ADVISORS
Professional summary
David Laurence Blain, CFP® is a registered financial advisor currently at BLUESKY WEALTH ADVISORS, LLC located in New Bern, North Carolina.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. David has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Min. Asset: Under $50K
Services Offered
David founded BlueSky Wealth Advisors in 1999. He is primarily responsible for defining overall firm policies
strategy and goals. He also formulates advanced financial planning and complex tax strategies for clients
and is responsible for setting the firm-wide investment strategy.
David received a BS in engineering from West Point in 1989 where he was a Distinguished Honors Graduate and member of the Phi Kappa Phi Honor Society. Prior to his career in finance
he served for 10 years in U.S. Army Airborne
Ranger and Special Operations units.
He is a member of the CFA Institute and the New Bern and Pleasanton Chambers of Commerce. David is on the Board of Directors and chairs the Finance Committee of the West Point Association of Graduates. He also serves on the Board of Directors of CarolinaEast Health Systems in New Bern
where he chairs the Investment Committee. In addition to his many board duties
he coaches youth league baseball and soccer teams in the New Bern area.
David is a recognized speaker on investments
financial planning
and taxes. He has written for and been quoted in numerous trade journals including Money magazine
The Wall Street Journal and other national and local publications. He was for five years the host of “All Things Money with David Blain”
a weekly television and radio program.
David resides in Trent Woods
North Carolina with his wife and five children.
Specializations
Business Owners
High Net Worth Client Needs
Investment Advice with Ongoing Management
Real Estate Investments
Tax Planning
Biography
BlueSky exists to help people reach their goals and navigate the vagaries of living in a complicated financial world. There is no greater professional satisfaction for me than being an integral part of that process. And as an added bonus, every day I get to work with dynamic, dedicated and very talented colleagues.
I enjoy helping people believe in, and then achieve, what they want out of life by maximizing the assets they have or assisting them in developing new resources. It’s about striving for a lifestyle they can envision but aren’t sure how to achieve. It’s not necessarily about more or better; maybe it’s the ‘life of less’ they dream about. Life is full of opportunities, and we are here to encourage people to reach out for them.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David Laurence Blain's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2022
Experience
Current
July 24, 2003 - Present
BLUESKY WEALTH ADVISORS, LLC
Office #1: 2131 S. Glenburnie Road Suite 8, New Bern, NC 28562RIA
CRD#: 116760
NEW BERN, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BLUESKY WEALTH ADVISORS, LLC
BLAIN INVESTMENT COUNSEL | PLEASANTON FINANCIAL ADVISORS | D.L. BLAIN & CO., LLC | D.L. BLAIN & CO. | BLUESKY WEALTH ADVISORS, LLC | BLUESKY WEALTH ADVISORS LEGACY, LLC | BLAIN, DAVID LAURENCE
CRD#: 116760 / SEC#: 801-78583
RIA
Registered Investment Advisory firm - (9/18/2013 Approved)Georgia
Registered Investment Advisory firm - (9/23/2013 Terminated)Illinois
Registered Investment Advisory firm - (9/18/2013 Terminated)North Carolina
Registered Investment Advisory firm - (9/23/2013 Terminated)Texas
Registered Investment Advisory firm - (9/23/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(7/24/2003)
IAR
Texas(8/5/2022)
Current Firm
BLUESKY WEALTH ADVISORS, LLC
BLAIN INVESTMENT COUNSEL | PLEASANTON FINANCIAL ADVISORS | D.L. BLAIN & CO., LLC | D.L. BLAIN & CO. | BLUESKY WEALTH ADVISORS, LLC | BLUESKY WEALTH ADVISORS LEGACY, LLC | BLAIN, DAVID LAURENCE
CRD#: 116760 / SEC#: 801-78583
RIA
Registered Investment Advisory firm - (9/18/2013 Approved)Georgia
Registered Investment Advisory firm - (9/23/2013 Terminated)Illinois
Registered Investment Advisory firm - (9/18/2013 Terminated)North Carolina
Registered Investment Advisory firm - (9/23/2013 Terminated)Texas
Registered Investment Advisory firm - (9/23/2013 Terminated)Loading...
Contact information
Main Address
2131 S Glenburnie Road Suite 8, New Bern, NC 28562
Mailing Address
Phone number
(252) 633-0107
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,716 |
| AUM (Assets Under Management) | $ 1,004,497,065 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 07/26/2024 | ||
| 07/28/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
