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PALADIN RESEARCH REPORT FOR:

Stephen Ahern

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Telephone Advisor
877.448.3400

I. Snapshot

A. Registry Member
  • Since 2004
B. Years of Experience
  • 26
C. College Degrees
  • Bentley College - MS in Taxation
  • Providence College - BSBA
D. Certifications
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    We understand that our clients cherish their time and want to spend it on family, leisure and unique experiences. While they are very interested in their financial future and typically quite knowledgeable, they are not nearly as interested in the mechanics of personal and business finance as we are. For them, the most challenging element in the wealth equation is finding an advisor they can trust enough to delegate. Wealth Management Advisors, LLC (WMA) is that advisor.

G. Asset Requirement
  • $1,000,000

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 600 Clark Road
    4th Floor
    Tewksbury, Massachusetts, 01876
C. Telephone
  • 877.448.3400

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Sullivan Bille Group - Wealth Management Advisors, LLC
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Wealth Management Advisors, LLC
D. Name of Broker/Dealer
  • Did Not Answer
E. Name(s) of Custodian(s)
  • Fidelity Investments
  • Charles Schwab & Company

V. Credentials

A. Years of Financial Experience
  • 26 Years
B. College, Degrees, Years
  • Bentley College - MS in Taxation
  • Providence College - BSBA
C. Current Certifications
  • None
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • Massachusetts Society of CPAs
  • American Institute of CPAs

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • State - Massachusetts
C. Industry Licenses
  • RIA/IAR Registration
D. Registration & License Numbers
  • CRD: 117764
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    We understand that our clients cherish their time and want to spend it on family, leisure and unique experiences. While they are very interested in their financial future and typically quite knowledgeable, they are not nearly as interested in the mechanics of personal and business finance as we are. For them, the most challenging element in the wealth equation is finding an advisor they can trust enough to delegate. Wealth Management Advisors, LLC (WMA) is that advisor.

B. Minimum Asset Requirement
  • $1,000,000
C. Number of Current Clients
  • 91
D. Assets (Management, Advisement)
  • $220,000,000
E. Methods of Compensation
  • Did Not Answer
F. Methods of Communication
  • Did Not Answer
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Bi-Monthly)
H. Second Language(s)
  • No
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals
  • Endowments
  • Foundations
  • Businesses
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • None

IX. Certification

Advisor Name
  • Stephen Ahern
Most Recent Update:
  • Jul 28, 2016

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