Alisa Skatrud has been an investment adviser representative at Plum Street Advisors since October 2020, and is not listed among the firm’s executive officers or direct owners.
Plum Street Advisors, LLC is a firm with $463M under management, 183 clients and 5 advisers across 5 offices, as of its June 2026 filing.
Alisa M. Skatrud is Partner of Plum Street Advisors. For the past 25 years, Skatrud has used finance and governance experience to serve a wide range of clients and non-profit organizations. Earlier roles included portfolio specialist at institutional investment firms, including MFS Investment Management and Morgan Stanley Institutional Investment Management, and, more recently, head of socially responsible investing at Portico Benefit Services.
- Plum Street Advisors, LLCCurrent– present · 6 yearsNewton, MA · Adviser representative · Firm CRD 283917
Professional designations
Listed by Plum Street Advisors
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Alisa Skatrud is registered as an investment adviser representative in 5 states. The first approvals date from October 2020; the most recent is New York, in June 2021.
- CaliforniaSince 22 October 2020
- FloridaSince 5 November 2020
- LouisianaSince 22 October 2020
- MassachusettsSince 13 October 2020
- New YorkSince 6 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 22 | Direct Participation Programs Representative Examination | 28 January 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 November 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 March 1992 |
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Alisa Marie Skatrud
- CRD
- 2163708
- Firm
- Plum Street Advisors · CRD 283917
- Office
- 154 Wells Avenue, Suite 3, Newton, MA 02459
- Registration
- Investment adviser registration
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- plumstreetadvisors.com
Where does Alisa Skatrud work?
Alisa Skatrud is an investment adviser representative registered through Plum Street Advisors, LLC since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Alisa Skatrud a financial advisor?
Yes. Alisa Skatrud has a current investment-adviser registration in California, Florida, Louisiana, Massachusetts and New York, through Plum Street Advisors since October 2020.
How many years of experience does Alisa Skatrud have?
Alisa Skatrud has 6 years in the financial industry, since October 2020, across 1 adviser firm.
What exams has Alisa Skatrud passed?
Alisa Skatrud has passed 3 licensing exams: the Series 6, Series 63 and Series 22. The earliest, the Series 6, was passed in March 1992.
Where is Alisa Skatrud based?
Alisa Skatrud’s registered office is in Newton, MA.
Is Alisa Skatrud registered with FINRA?
No. Alisa Skatrud has no current broker registration.
Is Alisa Skatrud a CFP?
Plum Street Advisors lists Alisa Skatrud with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Alisa M. Skatrud, CFA, CFP® biography, plumstreetadvisors.com
Is Alisa Skatrud a CFA charterholder?
Plum Street Advisors lists Alisa Skatrud with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Alisa M. Skatrud, CFA, CFP® biography, plumstreetadvisors.com
How can I verify Alisa Skatrud’s record?
Search CRD 2163708 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alisa Skatrud’s full registration record.
