Alison Ehret
Professional summary
Alison Ehret, who also goes by Ali Ehret, Alison R Ehret, Alison Rebecca Ehret, is a registered financial advisor currently at MORTON BROWN FAMILY WEALTH LLC located in Allentown, Pennsylvania.
Alison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Alison has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alison Ehret's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 21, 2026 - Present
MORTON BROWN FAMILY WEALTH LLC
Office #1: 600 W. Hamilton Street Suite 510, Allentown, PA 18101June 26, 2020 - November 16, 2020
RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
MORTON BROWN FAMILY WEALTH LLC
CRD#: 292278 / SEC#: 801-112510
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/21/2026)
Exams
Series 7TO
Date: 6/26/2020
General Securities Representative ExaminationCurrent Firm
MORTON BROWN FAMILY WEALTH LLC
CRD#: 292278 / SEC#: 801-112510
Contact information
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 897 |
| AUM (Assets Under Management) | $ 398,971,327 |
Red Flags
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Company Information
MORTON BROWN FAMILY WEALTH LLC
CRD#: 292278Allentown, PA 18101TRUST BUT VERIFY
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