Fraser Allen

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-17
NY	RA	APPROVED	2025-07-17

Branch Locations

186 5Th Ave, New York, NY 10010 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	04/2025	Present
Multiplier	New York	NY	05/2024	04/2025
Jones Lange Lasalle	New York	NY	10/2021	11/2023
Unemployed	New York	NY	11/2023	05/2024
Cisco Brewery	Nantucket	MA	06/2021	08/2021
Unemployed	Baltimore	MD	08/2021	10/2021
Elon University	Elon	NC	08/2017	05/2021
Westminster School	Simsbury	CT	09/2014	05/2017
Unemployed	Nantucket	MA	06/2017	08/2017
Skinny Dip A Summer Collective	Nantucket	MA	06/2017	08/2017
Bank Of America, N.A.	New York	NY	06/2025	Present

04/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
05/2024 → 04/2025

Multiplier

New York, NY
10/2021 → 11/2023

Jones Lange Lasalle

New York, NY
11/2023 → 05/2024

Unemployed

New York, NY
06/2021 → 08/2021

Cisco Brewery

Nantucket, MA
08/2021 → 10/2021

Unemployed

Baltimore, MD
08/2017 → 05/2021

Elon University

Elon, NC
09/2014 → 05/2017

Westminster School

Simsbury, CT
06/2017 → 08/2017

Unemployed

Nantucket, MA
06/2017 → 08/2017

Skinny Dip A Summer Collective

Nantucket, MA
06/2025 → Present

Bank Of America, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-17

Nearby Firms