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Bridget A. Skeffington

Strategic Advisers LLC

Chestnut Hill, MA

South Boston, MA

CRD 8201018

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-23
  • MA RA
    APPROVED
    Since 2026-04-23

Branch Locations

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • United States

South Boston, MA • 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
Pb Hingham Llc Hanover MA 06/2024 07/2024
Marylou'S Coffee Cohasset MA 11/2019 08/2022
Stix N Stones Marketplace Storrs Mansfield CT 08/2022 09/2022
Playa Bowls Llc Storrs Mansfield CT 01/2024 06/2024
University Of Connecticut Storrs Mansfield CT 08/2023 01/2024
University Of Connecticut Storrs Mansfield CT 09/2022 06/2023
M&T Bank North Andover MA 06/2023 08/2023
Fidelity Investments Chestnut Hill MA 12/2025 Present
Unemployed Boston MA 10/2025 12/2025
M&T Bank Boston MA 07/2024 10/2025
Hingham High School Hingham MA 10/2015 11/2019
  • 06/2024 → 07/2024
    Pb Hingham Llc
    Hanover, MA
  • 11/2019 → 08/2022
    Marylou'S Coffee
    Cohasset, MA
  • 08/2022 → 09/2022
    Stix N Stones Marketplace
    Storrs Mansfield, CT
  • 01/2024 → 06/2024
    Playa Bowls Llc
    Storrs Mansfield, CT
  • 08/2023 → 01/2024
    University Of Connecticut
    Storrs Mansfield, CT
  • 09/2022 → 06/2023
    University Of Connecticut
    Storrs Mansfield, CT
  • 06/2023 → 08/2023
    M&T Bank
    North Andover, MA
  • 12/2025 → Present
    Fidelity Investments
    Chestnut Hill, MA
  • 10/2025 → 12/2025
    Unemployed
    Boston, MA
  • 07/2024 → 10/2025
    M&T Bank
    Boston, MA
  • 10/2015 → 11/2019
    Hingham High School
    Hingham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-02
  • S66 Uniform Combined State Law Examination
    2026-04-02
Other Names
  • Bridget Skeffington
  • Bridget Ann Skeffington

View on SEC IAPD

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