Stephen P. Ahern
SACHETTA
LYNNFIELD, MA 01940
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CRD#: 2926249
Professional summary
Stephen Patrick Ahern, CFP® is a registered financial advisor currently at SACHETTA, LLC located in Lynnfield, Massachusetts.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Stephen has worked at 2 firms and has passed the Series 65 exam.
Biography
See our website at www.SACHETTA.com
Question & Answer
What are your service offerings?
Tax Planning
Inheritance
Comprehensive Financial Planni...
Retirement Planning
Small Business Planning
Business Succession Planning
Estate Planning
Investment Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
Estate & Generational Planning...
Investment Advice with Ongoing...
Medical Professionals
Tax Planning
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Patrick Ahern's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
February 7, 2022 - Present
SACHETTA, LLC
Office #1: 600 Market Street Suite 684, Lynnfield, MA 01940Office #2: 780 Fifth Avenue South, Naples, FL 34102RIA
CRD#: 145713
LYNNFIELD, MA
Past
June 29, 2000 - March 1, 2022
WEALTH MANAGEMENT ADVISORS, LLC
RIA
CRD#: 117764
TEWKSBURY, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SL
SACHETTA, LLC
INFINITE WEALTH MANAGEMENT, INC. | SACHETTA, LLC | SACHETTA & CALLAHAN, LLC
CRD#: 145713 / SEC#: 801-100474
RIA
Registered Investment Advisory firm - (7/8/2015 Approved)Massachusetts
Registered Investment Advisory firm - (8/6/2015 Terminated)New Hampshire
Registered Investment Advisory firm - (10/26/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/7/2022)
IAR
Massachusetts(2/8/2022)
Current Firm
SL
SACHETTA, LLC
INFINITE WEALTH MANAGEMENT, INC. | SACHETTA, LLC | SACHETTA & CALLAHAN, LLC
CRD#: 145713 / SEC#: 801-100474
RIA
Registered Investment Advisory firm - (7/8/2015 Approved)Massachusetts
Registered Investment Advisory firm - (8/6/2015 Terminated)New Hampshire
Registered Investment Advisory firm - (10/26/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 Market Street Suite 684, Lynnfield, MA 01940
Mailing Address
Phone number
(781) 233-4138
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,031 |
| AUM (Assets Under Management) | $ 884,096,209 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/08/2025 | ||
| 12/18/2023 | ||
| 12/19/2022 |
Red Flags
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Company Information
SACHETTA, LLC
CRD#: 145713Lynnfield, MA 01940TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
