Alisa Skatrud (CRD# 2163708) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Newton Center, MA and has over 30 years of experience in the finance industry.
CRD# 6371217
Integrated Wealth Concepts LLC
CRD# 2570107
Abrams Financial Management
CRD# 5466021
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plum Street Advisors | Needham, MA | Sep 2020 - Current | 3 |
| Retired/volunteer | Needham, MA | May 2018 - Sep 2020 | 2 |
| Sawyer Business School | Boston, MA | Sep 2016 - May 2018 | 1 |
| Shriver Center/university Of Massachusetts Medical School | Boston, MA | Jun 2016 - May 2017 | < 1 |
| Retired | Boston, MA | Jan 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
- CA
- FL
- LA
- MA
- NY
-
Total Assets Under Management261MILLIONS
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Total Number of Accounts464ACCOUNTS
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Average Account Value$563,503
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, LA, MA, NJ, NY, PA, WA
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