Unclaimed Profile

Andre Matos Fernandes

STAGE HARBOR FINANCIAL, LLC·WESTWOOD, Massachusetts

Clean recordSTAGE HARBOR FINANCIAL, LLC

100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090CRD# 4726283Firm CRD# 289725

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andre Matos Fernandes · WESTWOOD, MA

Registration

CRD #4726283 · STAGE HARBOR FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andre Matos Fernandes is a registered financial advisor based in WESTWOOD, Massachusetts, affiliated with STAGE HARBOR FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STAGE HARBOR FINANCIAL, LLC

STAGE HARBOR FINANCIAL

AUM

$877M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STAGE HARBOR FINANCIAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4726283

Firm CRD# 289725

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andre Matos Fernandes offer?

Andre Matos Fernandes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTWOOD, Massachusetts for a consultation.

What are Andre Matos Fernandes's credentials?

Andre Matos Fernandes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andre Matos Fernandes located?

Andre Matos Fernandes is based in WESTWOOD, Massachusetts, working with STAGE HARBOR FINANCIAL, LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.

How does Andre Matos Fernandes charge for services?

Andre Matos Fernandes's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STAGE HARBOR FINANCIAL, LLC?

STAGE HARBOR FINANCIAL, LLC has approximately 9 employees and manages $877M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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