Stage Harbor Financial

CRD 289725 · Westwood, MA · $1.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 289725
SEC number: 801-112359
Firm type: RIA
Assets under management: $1.1B as of Mar 18, 2026
Website: www.linkedin.com/company/stageharborfinancial ↗
Phone: (781) 934-3130
Address: 100 Lowder Brook Drive, Westwood, MA, 02090

Advisors at this firm

7 in our index · page 1 of 1

Maclean Jordan BarachCRD 6325350 · Westwood, MA

IA RegisteredRegistration inactive
Matthew Douglas BiggarCRD 4506461 · Westwood, MA

IA RegisteredRegistration inactive
Joshua DevereauxCRD 7560909 · Westwood, MA

IA Registered
Andre Matos FernandesCRD 4726283 · Westwood, MA

IA RegisteredRegistration inactive
Brian Garrett HennessyCRD 5485004 · Westwood, MA

IA Registered
William Francis LefavorCRD 5042095 · Westwood, MA

IA RegisteredRegistration inactive
James Patrick ScanlanCRD 1134158 · Westwood, MA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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