Investment adviser representative · Allworth Financial, L.p.
Stephen P. Ahern
CRD 2926249 · Folsom, CA
At a glance
Stephen P. Ahern is an investment adviser representative with Allworth Financial, L.p. in Folsom, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stephen’s SEC record dates to 2000, about 26 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Allworth Financial, L.p.Since August 2026Folsom, CA · $34B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Stephen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.