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Scot Ahearn

38 Years of Experience
Pittston, PA
Broker

Scot Ahearn is a registered investment advisor at Blackridge Asset Management, LLC, based in Pittston, PA, with 38 years of industry experience. Scot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.

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Location

17 Cornerlia Street, Pittston, PA, 18640

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Scot owns 100% of Ahearn Wealth Management, operating as a DBA. He is also an Investment Advisor Representative with Blackridge Asset Management.

Employment History
Current Registrations
Blackridge Asset Management, LLC
January 2019 - Present · 7 yrs 4 mos
Peak Brokerage Services, LLCBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Independent Solutions Wealth Management, LLC
September 2015 - December 2018 · 3 yrs 3 mos
Next Financial Group, INC.
January 2011 - September 2015 · 4 yrs 8 mos
Next Financial Group, INC.Broker
January 2011 - September 2015 · 4 yrs 8 mos
PNC Investments
June 2008 - January 2011 · 2 yrs 7 mos
PNC InvestmentsBroker
December 2007 - January 2011 · 3 yrs 1 mo
Leigh Baldwin & CO., LLCBroker
December 2005 - December 2007 · 2 yrs
Northeast Capital Management, INC.Broker
January 1997 - December 2005 · 8 yrs 11 mos
Wheat, First Securities, INC.Broker
January 1991 - November 1996 · 5 yrs 10 mos
Butcher & Singer INC.Broker
October 1990 - January 1991 · 3 mos
Jesup, Josephthal & CO., INC.Broker
January 1990 - October 1990 · 9 mos
Hanifen, Imhoff Securities CORP.Broker
January 1990 - January 1990 · 0 mos
Moore & Schley, Cameron & CO.Broker
February 1987 - January 1990 · 2 yrs 11 mos
State Registrations2 states
NJPA
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.
Scot Ahearn - Financial Advisor | TrueAdvisor