Stephen Ahern is a CFP, PFS-designated registered investment advisor, based in Lynnfield, MA, with 25 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more.
Contact
Stephen Ahern
Location
600 Market Street, Suite 684, Lynnfield, MA, 01940
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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.
Learn about disclosures →Employment History
Previous Registrations
Sachetta, LLC
February 2022 - December 2025 · 3 yrs 10 mos
Wealth Management Advisors, LLC
June 2000 - March 2022 · 21 yrs 9 mos
State Registrations1 state
MA
Advisor
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.
Additional Information
Additional InformationSee our website at www.SACHETTA.com
Contact
Stephen Ahern