Managing Member · Stage Harbor Financial
William F. Lefavor
CRD 5042095 · Named on Form ADV at one SEC-registered adviser
At a glance
Stage Harbor Financial, an SEC-registered wealth manager based in Westwood, MA with $1.1 billion in regulatory assets, lists William F. Lefavor on its Form ADV as Managing Member, a control person.
Firms and roles
- Stage Harbor FinancialManaging MemberWealth manager · Westwood, MA · $1.1B in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Andre M. FernandesManaging Member, Stage Harbor Financial
- Matthew D. BiggarManaging Member, Stage Harbor Financial
- Rosemarie N. RanzieChief Compliance Officer, Stage Harbor Financial
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.