Stage Harbor Financial

Stage Harbor Financial (CRD# 289725) is a financial advisory firm headquartered in Needham, MA. They manage $775,229,135 in 1,141 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    775
    MILLION
  • Total Number of Accounts
    1,141
    ACCOUNTS
  • Average Account Value
    $679,430
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, LA, MA, MI, NH, NJ, NY, RI, TX

Financial Advisors at Stage Harbor Financial
Showing 1 - 5 of 5 top financial advisors.
1
Maclean J. Barach
CRD#: 6325350
197 First Avenue, Suite 220, Needham, MA 02494

Maclean Barach (CRD# 6325350) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 5 years of experience in the finance industry.

2
Matthew D. Biggar
CRD#: 4506461
197 First Avenue, Suite 220, Needham, MA 02494

Matthew Biggar (CRD# 4506461) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 21 years of experience in the finance industry.

3
Andre M. Fernandes
CRD#: 4726283
197 First Avenue, Suite 220, Needham, MA 02494

Andre Fernandes (CRD# 4726283) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 16 years of experience in the finance industry.

4
William F. Lefavor
CRD#: 5042095
197 First Avenue, Suite 220, Needham, MA 02494

William Lefavor (CRD# 5042095) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 17 years of experience in the finance industry.

5
Rosemarie N. Ranzie
CRD#: 5236178
197 First Avenue, Suite 220, Needham, MA 02494

Rosemarie Ranzie (CRD# 5236178) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 16 years of experience in the finance industry.

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