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UNISON

PROVIDENCE, RI · CRD 155470 · IAPD ↗ · unisonadvisors.com · 646-290-7697

$2.02BRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2025 — UNISON notice-filed in NJ, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2025 — UNISON moved its main office from WASHINGTON, DC to PROVIDENCE, RI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.