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Marla Ann Skeffington

Strategic Advisers LLC

Hingham, MA

Hingham, MA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Hingham, MA • United States

50 Derby St Ste 100, Hingham, MA 02043-3740 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T. Rowe Price Baltimore MD 01/2014 01/2017
Natixis Global Asset Management Boston MA 03/2017 03/2019
Unemployed Unemployed MA 04/2019 11/2019
Townsports International Boston MA 12/2019 01/2020
Equinox Fitness Boston MA 02/2020 03/2020
Fidelity Brokerage Services Llc Boston MA 04/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 01/2017
    T. Rowe Price
    Baltimore, MD
  • 03/2017 → 03/2019
    Natixis Global Asset Management
    Boston, MA
  • 04/2019 → 11/2019
    Unemployed
    Unemployed, MA
  • 12/2019 → 01/2020
    Townsports International
    Boston, MA
  • 02/2020 → 03/2020
    Equinox Fitness
    Boston, MA
  • 04/2020 → Present
    Fidelity Brokerage Services Llc
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hingham, MA
Other Businesses

OBA-110907|OrgNmn:Suffolk University|Org Addr:Boston,Massachuse,US|OBA Nature:Certified Financial Planner Ce|Invst Rel:N|Title:Employee|Duties:Teaching a class|StrtDt:09-01-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-01
S63 Uniform Securities Agent State Law Examination 2008-07-03
  • S66 Uniform Combined State Law Examination
    2020-07-01
  • S63 Uniform Securities Agent State Law Examination
    2008-07-03
Designations
Other Names
  • Marla Ann Mcgrane
  • Marla Ann Skeffington
  • Marla A Skeffington

View on SEC IAPD

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