Alison Wilson is a registered investment advisor at Fort Sheridan Advisors LLC, based in Evans City, PA, with 20 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 930 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Evans City, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alison works as a registered assistant for Fort Sheridan Advisors since 2021 and Aurora Securities since 2024. She also serves as Secretary of the Board for Hounds of Honor, a non-profit organization, since 2025.
Employment History
Current Registrations
Fort Sheridan Advisors LLC
Aurora Securities
Aurora SecuritiesBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Western International Securities
Western International Securities, INC.Broker
Spartan Capital Securities, LLCBroker
Western International Securities
Western International Securities, INC.Broker
Financial West Group
Financial West GroupBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.