Marla A. Skeffington
STRATEGIC ADVISERS LLC | Financial Consultant
HINGHAM, MA
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CRD#: 4605142
Professional summary
Marla Ann Skeffington, who also goes by Marla Ann Mcgrane, Marla A Skeffington, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hingham, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Hingham, Massachusetts.
Marla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Marla has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Biography
I am passionate about holistic health - mind, body, and finance. I offer 25+ years of experience in the industry and empower my clients with thoughtful, forward-oriented financial planning unique to each individual's goals and objectives. I believe in the power of planning, as it is the platform for financial security, confidence, and ultimately freedom to pursue your passion.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marla Ann Mcgrane | Marla A Skeffington
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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|
CRS (Client Relationship Summary) - RIA
Click below to view Marla Ann Skeffington's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Suffolk University
Master of Business Administration (MBA) - Business
1999
University of New Hampshire
Bachelor of Arts (BA) - Economics
1992
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 50 Derby St Ste 100, Hingham, MA 02043-3740RIA
CRD#: 104555
HINGHAM, MA
Current
April 20, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 50 Derby St, Ste 100, Hingham, MA 02043-3740BD
CRD#: 7784
Hingham, MA
Past
July 28, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HINGHAM, MA
Past
March 27, 2017 - March 19, 2019
NATIXIS DISTRIBUTION, LLC
BD
CRD#: 34754
BOSTON, MA
Past
March 20, 2014 - January 30, 2017
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
BALTIMORE, MD
Past
May 6, 2008 - July 9, 2013
FRANKLIN DISTRIBUTORS, LLC
BD
CRD#: 109064
PASADENA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/4/2021)
RR
California(1/6/2023)
RR
Colorado(8/13/2021)
RR
Florida(6/17/2021)
RR
Maine(8/21/2024)
RR
Massachusetts(4/20/2020)
IAR
Massachusetts(3/31/2025)
RR
New Hampshire(7/27/2021)
RR
New Jersey(3/4/2022)
RR
North Carolina(3/1/2021)
RR
Oregon(9/9/2022)
RR
Rhode Island(3/25/2023)
RR
South Carolina(3/2/2024)
RR
Texas(6/30/2022)
IAR
Texas(3/31/2025)
RR
Vermont(8/13/2021)
RR
Washington(9/29/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Hingham, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
