Shaun Ahern
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Shaun 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 assetsHourlyFixed 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
10 years in the industry.
- Cetera Investment Advisers LLCAug 2026 to now
- Safe Harbor Wealth Partners LLCJun 2026 to now
- Cetera Advisors LLCMar 2026 to now
- Safe Harbor FinancialMar 2026 to now
- Prime 13 SteakhouseAug 2024 to Dec 2024
- Nylife Securities LLCApr 2023 to Mar 2026
- New York Life Insurance CompanyAug 2022 to Mar 2026
- Walsh Consulting LLCFeb 2021 to Nov 2021
- Super FoodtownFeb 2020 to Jun 2020
- Rowan UniversitySep 2018 to May 2022
- Reef and BarrelFeb 2017 to Aug 2024
- Borough of ManasquanMay 2016 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7613149
- Firm CRD
- 105644