RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Brian M Michael Ahern
- Title
- Managing Director, Wealth Advisorreportedvestgen.comfirm site, Sep 15, 2026
- Designations
- ChFC, CRPCreportedvestgen.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 24reportedvestgen.com“Brian Ahern is a Managing Director and Wealth Advisor with VestGen, bringing over 24 years of experience in the financial services industry.”
- Professional profile
- vestgen.com/brian-m-ahernreportedvestgen.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Vestgen Advisors, LLC independent RIA currentsince Oct 1, 2025 · Chicago, Il
- Raymond James Financial Services Advisors, Inc BD affiliatedSep 17, 2020 to Oct 1, 2025 · Palm Beach Gardens, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJun 22, 2012 to Sep 18, 2020 · Oak Brook, Il
- Morgan Stanley wirehouseJun 1, 2009 to Jun 28, 2012 · Oak Brook, Il
- Morgan Stanley & Co. LLC unclassifiedApr 2, 2007 to Jun 1, 2009 · Oak Brook, Il
- Morgan Stanley Dw Inc. unclassifiedJun 3, 2005 to Apr 2, 2007 · Oak Brook, Il
- Raymond James Financial Services, Inc. unclassifiedJan 14, 2002 to Jun 7, 2005 · Elmwood Park, Il
- Raymond James Financial Services Advisors, Inc to Vestgen Advisors, LLCleft Oct 1, 2025, registered Oct 1, 2025 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Raymond James Financial Services Advisors, Incleft Sep 18, 2020, registered Sep 17, 2020 (-1 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jun 28, 2012, registered Jun 22, 2012 (-6 days) · Wirehouse to wirehouse
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLCleft Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- Raymond James Financial Services, Inc. to Morgan Stanley Dw Inc.left Jun 7, 2005, registered Jun 3, 2005 (-4 days) · Other
- Brian M Michael Ahern left Raymond James Financial Services Advisors, Inc for Vestgen Advisors, Llc (registered 2025-10-01)Oct 1, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address