Alisa
Skatrud
Plum Street Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Alisa Skatrud is a chartered financial analyst based out of Newton Center, Massachusetts who has 3 years of industry experience. Skatrud currently works for Plum Street Advisors, LLC. The advisor has gained experience at Portico Benefit Services, Shriver Center/University Of Massachusetts Medical School, Retired/Volunteer, Plum Street Advisors, Retired and Sawyer Business School. Skatrud has a Series 63 license, qualifying them as a securities agent, and is registered to work in California, Florida, Louisiana, Massachusetts and New York. Plum Street Advisors, LLC is a financial advisory firm with a branch in Newton Center, Massachusetts. It has a total of six people on staff. It handles $181 million in assets across its 364 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 364 client accounts, 37% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules largely are based on which services the firm provides the client. However, fee types billed by Plum Street Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Plum Street Advisors, LLC Brokerage Details
$181,102,392
6
364
$497,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alisa Skatrud Work History
Alisa has been registered as a financial advisor for 3 years.*
Plum Street Advisors
Retired/Volunteer
Shriver Center/University Of Massachusetts Medical School
Sawyer Business School
Retired
Portico Benefit Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alisa Skatrud to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plum Street Advisors, LLC
Newton Center, MA
Ithaca, NY
New Orleans, LA
Newton Center, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
