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Alisa Marie Skatrud

Plum Street Advisors, LLC

Newton, MA

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Current Employers
Plum Street Advisors, Llc

New Orleans, LA • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-06
FL RA APPROVED 2020-11-05
CA RA APPROVED 2020-10-22
LA RA APPROVED 2020-10-22
MA RA APPROVED 2020-10-13
  • NY RA
    APPROVED
    Since 2021-06-06
  • FL RA
    APPROVED
    Since 2020-11-05
  • CA RA
    APPROVED
    Since 2020-10-22
  • LA RA
    APPROVED
    Since 2020-10-22
  • MA RA
    APPROVED
    Since 2020-10-13

Branch Locations

154 Wells Avenue Suite 3, Newton, MA 02459 • 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
Shriver Center/University Of Massachusetts Medical School Boston MA 06/2016 05/2017
Sawyer Business School Boston MA 09/2016 05/2018
Retired/Volunteer Needham MA 05/2018 09/2020
Plum Street Advisors Needham MA 09/2020 Present
  • 06/2016 → 05/2017
    Shriver Center/University Of Massachusetts Medical School
    Boston, MA
  • 09/2016 → 05/2018
    Sawyer Business School
    Boston, MA
  • 05/2018 → 09/2020
    Retired/Volunteer
    Needham, MA
  • 09/2020 → Present
    Plum Street Advisors
    Needham, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-11-17
  • S63 Uniform Securities Agent State Law Examination
    1993-11-17
Designations
Other Names
  • Alisa Marie Attardi

View on SEC IAPD

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