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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-16-2018
- Office Locations
- 1
Office Locations
About Stage Harbor Financial
Stage Harbor Financial is a privately owned RIA focused on long-term relationships with individuals and families. The firm delivers personalized, comprehensive financial planning, coordinating with clients’ CPAs and estate attorneys and leveraging industry-leading planning technology. Investment work centers on portfolio construction and asset allocation, with active and tax-efficient strategies, and custody through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW DOUGLAS BIGGAR
Managing Member, Wealth Advisor
- CRD
- #4506461
- Ownership
- 25% but less than 50%
ANDRE MATOS FERNANDES
Managing Member, Wealth Advisor
- CRD
- #4726283
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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MACLEAN JORDAN BARACH
Wealth Advisor
- CRD
- #6325350
Joshua Devereaux
Wealth Planner
- CRD
- #7560909
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,097,169,525 | $764,578 |
| Non-Discretionary | $0 | -- |
| Total | $1,097,169,525 | $764,578 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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