John D. Ahern
STRATEGIC ADVISERS LLC | Financial Consultant
TRUMBULL, CT
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CRD#: 5856758
Professional summary
John David Ahern, CFP®, who also goes by John Ahern, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Trumbull, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Fairfield, Connecticut.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. John has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Certified Financial Planner™ professional with over a decade of experience, I take pride in helping clients work towards their long-term financial goals. I strive to develop a thorough understanding of where you are today and where you want to be in the future. Together we will establish a clear view of your financial picture and identify strategies in an effort to improve your likelihood of long-term success.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Employee and Employer Plan Ben...
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
John Ahern
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 John David 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: 2016
Education
Sacred Heart University
Bachelor of Science (BS) - Finance
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1261 Post Road, Fairfield, CT 06824-6072RIA
CRD#: 104555
TRUMBULL, CT
Current
April 14, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1261 Post Road, Fairfield, CT 06824BD
CRD#: 7784
Fairfield, CT
Past
May 1, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FAIRFIELD, CT
Past
March 25, 2017 - April 15, 2020
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
WESTPORT, CT
Past
March 25, 2017 - April 15, 2020
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
WESTPORT, CT
Past
January 2, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
WESTPORT, CT
Past
January 2, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
WESTPORT, CT
Past
June 26, 2013 - January 2, 2015
NEW ENGLAND SECURITIES
RIA
CRD#: 615
WESTPORT, CT
Past
May 22, 2012 - January 2, 2015
NEW ENGLAND SECURITIES
BD
CRD#: 615
WESTPORT, CT
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/12/2021)
RR
California(2/12/2021)
RR
Colorado(2/12/2021)
RR
Connecticut(4/14/2020)
IAR
Connecticut(3/31/2025)
RR
Florida(2/12/2021)
RR
Georgia(3/1/2024)
RR
Kentucky(2/12/2021)
RR
Maine(2/12/2021)
RR
Massachusetts(2/12/2021)
RR
Michigan(2/12/2021)
RR
Mississippi(2/12/2021)
RR
Montana(2/12/2021)
RR
New Hampshire(2/12/2021)
RR
New Jersey(4/14/2020)
RR
New Mexico(2/12/2021)
RR
New York(4/14/2020)
RR
North Carolina(1/6/2021)
RR
Ohio(1/6/2025)
RR
Oregon(2/12/2021)
RR
Pennsylvania(2/12/2021)
RR
Rhode Island(2/12/2021)
RR
South Carolina(2/12/2021)
RR
Tennessee(7/19/2024)
RR
Texas(2/12/2021)
IAR
Texas(3/31/2025)
RR
Vermont(2/12/2021)
RR
Virginia(2/12/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Trumbull, CTTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
