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William Francis Lefavor

STAGE HARBOR FINANCIAL, LLC·WESTWOOD, Massachusetts
Unclaimed Profile
100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090CRD# 5042095Firm CRD# 289725
01

About

William Francis Lefavor 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STAGE HARBOR FINANCIAL, LLC
STAGE HARBOR FINANCIAL
AUM
$877M
Regulatory assets under management
Employees
9
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5042095
Firm CRD# 289725
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Francis Lefavor offer?
William Francis Lefavor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTWOOD, Massachusetts for a consultation.
What are William Francis Lefavor's credentials?
William Francis Lefavor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Francis Lefavor located?
William Francis Lefavor 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 William Francis Lefavor charge for services?
William Francis Lefavor'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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Other advisors in WESTWOOD
William Whiting Adams — DIVIDEX MANAGEMENT LLCChristiana Leigh Fields — MEKETA INVESTMENT GROUP INCBrian Patrick Mulvey — MINOT WEALTH MANAGEMENT LLCMatthew Douglas Biggar — STAGE HARBOR FINANCIAL, LLCJohn Joseph Manley — MEKETA INVESTMENT GROUP INC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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