Madeline Valente
BLUESKY WEALTH ADVISORS
LIVERMORE, CA
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CRD#: 5497525
Professional summary
Madeline Valente, CFP®, who also goes by Madeline Brown, Madeline Valente Brown, is a registered financial advisor currently at BLUESKY WEALTH ADVISORS, LLC located in Livermore, California.
Madeline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Madeline has worked at 2 firms and has passed the Series 65 exam.
Biography
I like being part of a team—a team that includes our clients—and being able to make a meaningful, lasting, positive difference in people’s lives and the generations that will come after them. It truly brings me joy watching our clients achieve their goals and live out their dreams.
Every day has the potential to be a new beginning for us. With peace of mind knowing that the course of your financial life is in good hands and that you are on track to achieve your goals, you are freed up to direct your energy and your time in pursuit of the things that bring you the most fulfillment and pleasure in life.
When I’m not working, I love spending time with my family and my dog. I also enjoy reading, hiking, yoga, Pilates, cooking and photography.
Question & Answer
What are your service offerings?
Tax Planning
Investment Planning
Life Transitions
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Madeline Brown | Madeline Valente Brown
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 Madeline Valente'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: 2015
Experience
Current
September 18, 2013 - Present
BLUESKY WEALTH ADVISORS, LLC
RIA
CRD#: 116760
LIVERMORE, CA
Past
April 2, 2008 - November 27, 2013
PLEASANTON FINANCIAL ADVISORS
RIA
CRD#: 132160
PLEASANTON, CA
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 | 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
California(9/18/2013)
IAR
Texas(10/31/2023)
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 | 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)Upgrade to AdvisorCheck Premium
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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
13
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,608 |
| AUM (Assets Under Management) | $ 849,834,692 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 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.
