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John Thomas Dougherty

Investment adviser representative at Twenty Four Wealth
38 yearsExperience
3 statesRegistered in
$0Firm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat fee

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

38 years in the industry.

  1. Twenty Four WealthAug 2026 to now
  2. Private Client Services, LLCAug 2026 to now
  3. John T Dougherty Cpa LLCJun 1988 to now
  4. LPL Financial LLCDec 2019 to Aug 2026
  5. Stratos Wealth Partners, LtdDec 2019 to Aug 2026
  6. MML Investors Services, LLCMar 2017 to Dec 2019
  7. Massachusetts Mutual Life Insurance CompanyJul 2016 to Dec 2019
  8. Metropolitan Life Insurance CompanyOct 2004 to Jul 2017
  9. Metlife Securities Inc.Oct 2004 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 3 states (CT, NY, TX).

Twenty Four Wealth

Legal name: Twenty Four Wealth Ria, LLC

$0Assets managed
0Clients
12Advisers
Under 1 yearIn 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
4870041
Firm CRD
343559
Advisor's SEC record (opens in a new tab)
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