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STAGE HARBOR FINANCIAL, LLC
STAGE HARBOR FINANCIAL, LLC
STAGE HARBOR FINANCIAL
WESTWOOD, Massachusetts
·
4 registered advisors
·
CRD# 289725
SEC# 801-112359
0
(781) 934-3130
01
Firm Overview
AUM
$877M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STAGE HARBOR FINANCIAL, LLC
4 registered advisors
Andre Matos Fernandes
WESTWOOD, Massachusetts
CRD# 4726283
Matthew Douglas Biggar
WESTWOOD, Massachusetts
CRD# 4506461
Rosemarie Na Ranzie
WESTWOOD, Massachusetts
CRD# 5236178
William Francis Lefavor
WESTWOOD, Massachusetts
CRD# 5042095
05
Office Locations
WESTWOOD, Massachusetts
4 advisors
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Data sourced from SEC Form ADV filings. STAGE HARBOR FINANCIAL, LLC (CRD# 289725) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.