Alisa
Skatrud
Plum Street Advisors, LLC
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About this Advisor
Alisa Skatrud is a financial advisor based in Newton Center, Massachusetts, working with Plum Street Advisors, LLC. Alisa has previously held positions at Retired, Shriver Center/University Of Massachusetts Medical School, Sawyer Business School, Retired/Volunteer, and Plum Street Advisors. Alisa has passed the Series 63 regulatory exam and is registered to provide services in California, Florida, Louisiana, Massachusetts, and New York. Currently, Alisa is part of Plum Street Advisors, LLC, which operates out of Newton Center, Massachusetts. The firm has 1 office and 8 employees. The firm manages assets totaling $261.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Plum Street Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Plum Street Advisors, LLC Brokerage Details
$261,465,605
8
464
$563,503
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Alisa Skatrud Work History
Plum Street Advisors
Retired/Volunteer
Shriver Center/University Of Massachusetts Medical School
Sawyer Business School
Retired
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
New Orleans, LA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Pitttsburgh, PA
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