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Stephen Patrick Ahern

SACHETTA, LLC·LYNNFIELD, Massachusetts
Series 65Clean record26 years registeredSACHETTA, LLC
600 MARKET STREET, LYNNFIELD, MA 01940CRD# 2926249Firm CRD# 145713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Patrick Ahern · LYNNFIELD, MA
Registration
CRD #2926249 · SACHETTA, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

SACHETTA, LLC
Feb 2022 – present
WEALTH MANAGEMENT ADVISORS, LLC
Jun 2000 – Mar 2022
TEWKSBURY, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 29, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SACHETTA, LLC
CRD 145713 · SEC 801-100474
AUM
$720M
Regulatory assets under management
Employees
26
1,880 client accounts
Services offered by SACHETTA, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SACHETTA, LLC →
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05

Frequently Asked Questions

What services does Stephen Patrick Ahern offer?
Stephen Patrick Ahern specializes in Financial Planning, Investment Management. Contact their office in LYNNFIELD, Massachusetts for a consultation.
What are Stephen Patrick Ahern's credentials?
Stephen Patrick Ahern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Patrick Ahern located?
Stephen Patrick Ahern is based in LYNNFIELD, Massachusetts, working with SACHETTA, LLC. Their office serves clients in the LYNNFIELD metropolitan area and surrounding communities.
How does Stephen Patrick Ahern charge for services?
Stephen Patrick Ahern's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SACHETTA, LLC?
SACHETTA, LLC has approximately 26 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SACHETTA, LLC

Georgios Liakakis
LYNNFIELD, MA
Joseph Sachetta
LYNNFIELD, MA
Michael Joseph Callahan
LYNNFIELD, MA
Eric Sachetta
LYNNFIELD, MA
Matthew John Stead
LYNNFIELD, MA

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Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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