Alison Ehret has been an investment adviser representative at Morton Brown Family Wealth since May 2026, and is not listed among the firm’s executive officers or direct owners. Alison Ehret holds a Bachelor of Science in Clinical Psychology from Kutztown University.
Morton Brown Family Wealth LLC is an Allentown, PA firm with $483M under management, 272 clients and 5 advisers in one office, as of its May 2026 filing.
Alison Ehret is Associate Wealth Advisor of Morton Brown Family Wealth, based in Allentown, PA. She began at the firm in client service and now contributes to the advisory team by supporting planning conversations and assisting with investment reviews. She has more than a decade of experience in banking and wealth management.
- – present · under a yearAllentown, PA · Adviser representative · Firm CRD 292278
Investment adviser representative registrations
Alison Ehret is registered as an investment adviser representative in Pennsylvania, since May 2026.
- PennsylvaniaSince 21 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 May 2026 |
| Series 7TO | General Securities Representative Examination | 26 June 2020 |
| SIE | Securities Industry Essentials Examination | 13 March 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6374526
- Firm
- Morton Brown Family Wealth · CRD 292278
- Office
- 600 W. HAMILTON STREET, SUITE 510, Allentown, PA 18101
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mortonbrownfw.com
Where does Alison Ehret work?
Alison Ehret is an investment adviser representative registered through Morton Brown Family Wealth LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Alison Ehret a financial advisor?
Yes. Alison Ehret has a current investment-adviser registration in Pennsylvania, through Morton Brown Family Wealth since May 2026.
How many years of experience does Alison Ehret have?
Alison Ehret has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Alison Ehret passed?
Alison Ehret has passed 3 licensing exams: the SIE, Series 7TO and Series 65. The earliest, the SIE, was passed in March 2020.
Where is Alison Ehret based?
Alison Ehret’s registered office is in Allentown, PA.
Is Alison Ehret registered with FINRA?
No. Alison Ehret has no current broker registration.
How can I verify Alison Ehret’s record?
Search CRD 6374526 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alison Ehret’s full registration record.