Mark Ahern is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
233 S Wacker Dr., Suite 8600, Chicago, IL, 60606
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Regulatory History (1)
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Customer Dispute
June 2009Settled
Other Business Activities
Mark serves as a trustee or co-trustee for a trust since 2017. This investment-related activity takes minimal time.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 1998 - June 2009 · 11 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
December 1983 - July 1993 · 9 yrs 7 mos
John Hancock Distributors, INC.Broker
October 1983 - November 1984 · 1 yr 1 mo
State Registrations21 states
AZCACOCTDEFLILINMAMOMSNCNMNVNYOHORTNTXWAWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.