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).
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Total Assets Under Management775MILLION
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Total Number of Accounts1,141ACCOUNTS
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Average Account Value$679,430
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CO, CT, FL, LA, MA, MI, NH, NJ, NY, RI, TX
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.
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.
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.
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.
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.