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Bridget A. Skeffington

Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Strategic Advisers LLCApr 2026 to now
  2. Fidelity InvestmentsDec 2025 to now
  3. UnemployedOct 2025 to Dec 2025
  4. M&t BankJul 2024 to Oct 2025
  5. Pb Hingham LLCJun 2024 to Jul 2024
  6. Playa Bowls LLCJan 2024 to Jun 2024
  7. University of ConnecticutAug 2023 to Jan 2024
  8. M&t BankJun 2023 to Aug 2023
  9. University of ConnecticutSep 2022 to Jun 2023
  10. Stix N Stones MarketplaceAug 2022 to Sep 2022
  11. Marylou's CoffeeNov 2019 to Aug 2022
  12. Hingham High SchoolOct 2015 to Nov 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (MA).

Strategic Advisers LLC

$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8201018
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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