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Registry Member Since 2004

Stephen Ahern

Wealth Management Advisors, LLC

My Philosophy My Disclosures
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Paladin Quality Rating: 5 Stars

PRC Certified: View Findings Report

About Me

Type of Organization
  • Member of a Firm
Name of RIA
  • Wealth Management Advisors, LLC
Relationship to RIA
  • Owner
Broker/Dealer Name
  • Did Not Answer
Years of Experience
  • 26 Years
Certifications & Designations
College Degrees
  • Bentley College - MS in Taxation
  • Providence College - BSBA
Association Memberships
  • Financial Planning Association
  • Massachusetts Society of CPAs
  • American Institute of CPAs
Registrations & Licenses
  • RIA/IAR Registration
  • Type of RIA Registration: State - Massachusetts
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
  • Available Upon Request
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None

About My Business

Location
  • 600 Clark Road
    4th Floor
    Tewksbury, Massachusetts, 01876
Telephone
  • 877.448.3400
Website
Number of Clients
  • 91
Amount of Assets
  • $220,000,000
Minimum Asset Requirement
  • $1,000,000
Types of Fees
  • Did Not Answer
Types of Commission
  • Did Not Answer
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
  • Retirees
  • Individuals
  • Pension
  • Endowments
  • Foundations
  • Businesses
Limited Engagement Services
  • None
Investment Decision-Making
  • Did Not Answer
Primary Custodian(s)
  • Fidelity Investments
  • Charles Schwab & Company
Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Bi-Monthly)

I certify the information in this research report is accurate and current.

Advisor Name: Stephen Ahern
Most Recent Update: Nov 6, 2014

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