Stephen Patrick Ahern
Investment adviser representative at Allworth Financial, L.P.
26 yearsExperience
2 statesRegistered in
PFS, CFP® certificationDesignations
$33.6BFirm assets
Are you Stephen Patrick Ahern? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Allworth Financial, L.P.Jul 2026 to now
- Sachetta, LLCJan 2022 to Jul 2026
- Wealth Management Advisors, LLCMay 2000 to Dec 2021
- Sullivan Bille, PcApr 2000 to Dec 2021
Designations
- PFS
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (MA, ME).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2926249
- Firm CRD
- 111167