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Detailed Report
MARLA ANN SKEFFINGTON
MARLA ANN MCGRANE, Marla A Skeffington
CRD#: 4605142
IA
Investment Adviser
B
Broker
STRATEGIC ADVISERS LLCCRD#: 104555 155 SEAPORT BLVD
BOSTON, MA 02210-2698
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 50 DERBY ST, STE 100
HINGHAM, MA 02043-3740
Registration History
2008201020122014201620182020202220242026IASTRATEGIC ADVISERS LLC (CRD# 104555)2025 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2020 - Present (5 years)BNATIXIS DISTRIBUTION, L.P. (CRD# 34754)2017 - 2019 (2 years)BT. ROWE PRICE INVESTMENT SERVI... (CRD# 8348)2014 - 2017 (2 years)BLEGG MASON INVESTOR SERVICES, LLC (CRD# 109064)2008 - 2013 (5 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2020 - 2025 (4 years)
License(s)

State Registrations

B
Arizona 6/4/2021
B
North Carolina 3/1/2021
B
California 1/6/2023
B
Oregon 9/9/2022
B
Colorado 8/13/2021
B
Rhode Island 3/25/2023
B
Florida 6/17/2021
B
South Carolina 3/2/2024
B
Maine 8/21/2024
B
Texas 6/30/2022
B
Massachusetts 4/20/2020
IA
Texas 3/31/2025
IA
Massachusetts 3/31/2025
B
Vermont 8/13/2021
B
New Hampshire 7/27/2021
B
Washington 9/29/2023
B
New Jersey 3/4/2022

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
STRATEGIC ADVISERS LLC (CRD#:104555)
155 SEAPORT BLVD, BOSTON, MA 02210-2698
Registered with this firm since 3/31/2025
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
50 DERBY ST, STE 100, HINGHAM, MA 02043-3740
HINGHAM, MA
Registered with this firm since 4/20/2020
Previous Registration(s)
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IA
 07/28/2020 - 03/31/2025 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) HINGHAM, MA
B
 03/27/2017 - 03/19/2019 NATIXIS DISTRIBUTION, L.P. (CRD#:34754) BOSTON, MA
B
 03/20/2014 - 01/30/2017 T. ROWE PRICE INVESTMENT SERVICES, INC. (CRD#:8348) BALTIMORE, MD
B
 05/06/2008 - 07/09/2013 LEGG MASON INVESTOR SERVICES, LLC (CRD#:109064) PASADENA, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.