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Allyson Frei Milon

Strategic Advisers LLC

Morristown, NJ

Morristown, NJ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

35 Morris Street, Morristown, NJ 07960-3919 • United States

Morristown, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Selective Insurance Company Of America Branchville NJ 05/2017 08/2017
Unemployment Charlottesville VA 08/2018 06/2019
Unemployment Chestnut Hill MA 08/2016 05/2017
Unemployment Chestnut Hill MA 08/2017 05/2018
Fidelity Brokerage Services Morristown NJ 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 08/2017
    Selective Insurance Company Of America
    Branchville, NJ
  • 08/2018 → 06/2019
    Unemployment
    Charlottesville, VA
  • 08/2016 → 05/2017
    Unemployment
    Chestnut Hill, MA
  • 08/2017 → 05/2018
    Unemployment
    Chestnut Hill, MA
  • 06/2019 → Present
    Fidelity Brokerage Services
    Morristown, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Morristown, NJ
Other Businesses

OBA-13002|OrgNmn:Self-Employment|Org Addr:Morristown,New Jersey,US|OBA Nature:Giving softball pitching lesso|Invst Rel:N|Title:Pitching Instructor|Duties:I will instruct elementary to high school aged girls in softball lessons.|StrtDt:07-09-19|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-31
S63 Uniform Securities Agent State Law Examination 2019-10-09
  • S66 Uniform Combined State Law Examination
    2020-08-31
  • S63 Uniform Securities Agent State Law Examination
    2019-10-09
Other Names
  • Ally Frei
  • Allyson Eugenia Frei
  • Allyson Frei

View on SEC IAPD

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YVONNE CICETTI KIELY
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Other Offices

EDWARD JONES · MORRISTOWN, NJ
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
KIELY CAPITAL MANAGEMENT, INC. · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
MML INVESTORS SERVICES, LLC · Morristown, NJ
EQUITABLE ADVISORS, LLC · MORRISTOWN, NJ
HIMCO, LLC · MORRISTOWN, NJ

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