Brendan Ahern, financial advisor Lynnfield MA
93 score

Brendan Ahern

CRD Number: 2973108
Current Firm: Investors Capital Advisory

Brendan Ahern (CRD# 2973108) is an Investment Advisor Representative working at Investors Capital Advisory in Lynnfield, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Krane Capital Group LLC New York, NY Sep 2013 - Current 3
Investors Capital Corporation Lynnfield, MA Jul 2013 - Current 3
Krane Fund Advisors, LLC New York, NY Mar 2013 - Current 3
Blackrock San Francisco, CA Feb 2001 - Feb 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Brendan E. Ahern
Phone Number: 800-949-1422
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,571
    MILLIONS
  • Total Number of Accounts
    7,960
    ACCOUNTS
  • Average Account Value
    $197,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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