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AW

Alison A. Wilson

FORT SHERIDAN ADVISORS LLC
Evans City, PA
Some features on this profile are disabled
CRD#: 5045720
AW

Professional summary

Alison Amber Wilson, who also goes by Alison A. Bittig, Alison Amber Bittig, Alison A. Wilson, Alison Wilson, is a registered financial advisor currently at FORT SHERIDAN ADVISORS LLC located in Evans City, Pennsylvania and AURORA SECURITIES located in Troy, Michigan.

Alison is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Alison has worked at 8 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alison A. Bittig | Alison Amber Bittig | Alison A. Wilson | Alison Wilson

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.
Fort Sheridan Advisors; Investment Adviser; Registered Assistant since 09/2021; Investment Related Aurora Securities, Inc. Broker Dealer, Registered Assistant; Since 10/2024; Investment Related Hounds of Honor; Non Profit Organization; Secretary of the Board; Since 02/2025; Not Investment Related Songer Steel Services Inc.; Industrial steel, oil and gas installation company; Clerical / Hourly role; Non-investment related; Canonsburg, PA; Approx. 5-10 hours weekly; 0 during trading hours. WYLY Limited Liability Company; Non Investment-Related; LLC formed for tax purposes since 2021.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alison Amber Wilson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 7, 2025 - Present

FORT SHERIDAN ADVISORS LLC

RIA
CRD#: 151139
Evans City, PA
Current

October 23, 2024 - Present

AURORA SECURITIES

Office #1: 2565 West Maple, Troy, MI 48084
BD
CRD#: 46147
Troy, MI
Past

August 24, 2021 - October 23, 2024

WESTERN INTERNATIONAL SECURITIES, INC.

RIA
CRD#: 39262
Evans City, PA
Past

August 23, 2021 - October 23, 2024

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
PASADENA, CA
Past

November 29, 2019 - August 10, 2021

WESTERN INTERNATIONAL SECURITIES, INC.

RIA
CRD#: 39262
Evans City, PA
Past

November 29, 2019 - August 10, 2021

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
PASADENA, CA
Past

July 10, 2019 - December 23, 2019

SPARTAN CAPITAL SECURITIES, LLC

BD
CRD#: 146251
NEW YORK, NY
Past

August 21, 2017 - July 10, 2019

WESTERN INTERNATIONAL SECURITIES, INC.

RIA
CRD#: 39262
Tarzana, CA
Past

August 21, 2017 - July 10, 2019

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
Tarzana, CA
Past

October 5, 2016 - August 21, 2017

FINANCIAL WEST GROUP

RIA
CRD#: 16668
Tarzana, CA
Past

October 4, 2016 - August 21, 2017

FINANCIAL WEST GROUP

BD
CRD#: 16668
Tarzana, CA
Past

June 1, 2009 - October 12, 2016

MORGAN STANLEY

RIA
CRD#: 149777
WESTLAKE VILLAGE, CA
Past

June 1, 2009 - October 12, 2016

MORGAN STANLEY

BD
CRD#: 149777
WESTLAKE VILLAGE, CA
Past

September 6, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
WESTLAKE VILLAGE, CA
Past

May 16, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
WESTLAKE VILLAGE, CA
Past

March 22, 2006 - April 24, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
LOS ANGELES, CA
Past

December 13, 2005 - March 4, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
WESTLAKE VILLAGE, 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".
FS
FORT SHERIDAN ADVISORS LLC
FORT SHERIDAN ADVISORS LLC | HPOP LLC | HPO PARTNERS

CRD#: 151139 / SEC#: 801-70517

RIA
Registered Investment Advisory firm - (9/9/2009 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
Illinois
(11/8/2024)
RR
Pennsylvania
(10/23/2024)
IAR
Pennsylvania
(1/7/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/30/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/23/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/12/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/19/2008
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/13/2007
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

FS
FORT SHERIDAN ADVISORS LLC
FORT SHERIDAN ADVISORS LLC | HPOP LLC | HPO PARTNERS

CRD#: 151139 / SEC#: 801-70517

RIA
Registered Investment Advisory firm - (9/9/2009 Approved)
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Contact information

Main Address
600 Central Avenue Suite 365, Highland Park, IL 60035
Mailing Address
Phone number
(847) 559-9700
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORT SHERIDAN ADVISORS LLC (3/20/2025)

Regulatory assets under management

Total Number of Accounts931
AUM (Assets Under Management)$ 908,900,000

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

FORT SHERIDAN ADVISORS LLC

CRD#: 151139Evans City, PA

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