Stage Harbor Financial LLC
Legal Name: STAGE HARBOR FINANCIAL, LLC
Full Contact Details
Stage Harbor Financial LLC
197 FIRST AVENUE, SUITE 220, NEEDHAM, MA
(781) 934-3130
781-610-9000
Other Info
Stage Harbor Financial LLC, a DE Limited Liability Company, employs six advisors among its seven employees. The firm has an unknown number of clients and holds an approved SEC status with a registration date of May 8, 2018.
Menu OUR FIRM OUR APPROACH HOW WE PLAN HOW WE INVEST OUR TEAM OUR THOUGHTS CONNECT WITH US CLIENT LOGIN Close Menu CONNECT “For investors looking to maximize their net worth, great planning represents the low hanging fruit.” -Stage Harbor Financial Our Firm We are comprehensive financial plan…
Direct Owners
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ANDRE MATOS FERNANDES
MANAGING MEMBER owns more than 25% but less than 50%
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MATTHEW DOUGLAS BIGGAR
MANAGING MEMBER owns more than 25% but less than 50%
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ROSEMARIE NA RANZIE
CHIEF COMPLIANCE OFFICER owns less than 5%
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WILLIAM FRANCIS LEFAVOR
MANAGING MEMBER owns more than 10% but less than 25%