Unclaimed Profile

Rosemarie Na Ranzie

STAGE HARBOR FINANCIAL, LLC·WESTWOOD, Massachusetts

SIE, Series 4, Series 7, Series 24, Series 66Clean record18 years registeredSTAGE HARBOR FINANCIAL, LLC

100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090CRD# 5236178Firm CRD# 289725

Profile Verification

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

Identity

Rosemarie Na Ranzie · WESTWOOD, MA

Registration

CRD #5236178 · STAGE HARBOR FINANCIAL, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STAGE HARBOR FINANCIAL, LLC

STAGE HARBOR FINANCIAL

Oct 2021 – Mar 2026

WESTWOOD, MA

STAGE HARBOR FINANCIAL

Jun 2018 – Jun 2020

NEEDHAM, MA

LPL FINANCIAL LLC

Apr 2017 – Jun 2018

WARWICK, RI

THE PATRIOT FINANCIAL GROUP, LLC

Sep 2014 – Jun 2018

WARWICK, RI

LPL FINANCIAL LLC

Jan 2014 – Oct 2015

WARWICK, RI

LPL FINANCIAL LLC

May 2013 – Jan 2014

WARWICK, RI

LPL FINANCIAL LLC

Mar 2009 – Aug 2012

WARWICK, RI

LINCOLN FINANCIAL SECURITIES CORPORATION

Apr 2008 – Feb 2009

WARWICK, RI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 66

Registration record

First registered · April 25, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STAGE HARBOR FINANCIAL, LLC

CRD 289725 · SEC 801-112359

AUM

$877M

Regulatory assets under management

Employees

1,242 client accounts

Services offered by STAGE HARBOR FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STAGE HARBOR FINANCIAL, LLC →

Introduction

Speak with Rosemarie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Rosemarie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WESTWOOD?

Browse all registered financial advisors in WESTWOOD, Massachusetts or claim this profile if it's yours.

Browse WESTWOOD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Rosemarie Na Ranzie offer?

Rosemarie Na Ranzie specializes in Financial Planning, Investment Management, Wealth Management.

What are Rosemarie Na Ranzie's credentials?

Rosemarie Na Ranzie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rosemarie Na Ranzie located?

Rosemarie Na Ranzie is based in WESTWOOD, Massachusetts, last registered with STAGE HARBOR FINANCIAL, LLC.

How does Rosemarie Na Ranzie charge for services?

Rosemarie Na Ranzie'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →