Stephen Patrick Ahern
Investment Adviser Representative at Sachetta, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stephen Patrick Ahern is an investment adviser representative with Sachetta, LLC in Lynnfield, MA, where they have been registered since 2022. They have worked in the securities industry since 2000 and were previously registered with Wealth Management Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wealth Management Advisors, LLCMay 2000 – Dec 2021Tewksbury, MA
- Sullivan Bille, PCApr 2000 – Dec 2021Tewksbury, MA
- Sachetta, LLCJan 2022 – Jul 2026Lynnfield, MA
- Allworth FinancialJul 2026 – no end date reportedLynnfield, MA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sachetta, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Lynnfield, MA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen Patrick Ahern has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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