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JD

Joshua Devereaux

STAGE HARBOR FINANCIAL
WESTWOOD, MA 02090
Some features on this profile are disabled
CRD#: 7560909
JD

Professional summary

Joshua Devereaux is a registered financial advisor currently at STAGE HARBOR FINANCIAL located in Westwood, Massachusetts.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Joshua has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Devereaux's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 23, 2026 - Present

STAGE HARBOR FINANCIAL

Office #1: 100 Lowder Brook Drive Suite #2500, Westwood, MA 02090
RIA
CRD#: 289725
WESTWOOD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SH
STAGE HARBOR FINANCIAL
CORTANA ADVISORS, LLC | STAGE HARBOR FINANCIAL, LLC | STAGE HARBOR FINANCIAL

CRD#: 289725 / SEC#: 801-112359

RIA
Registered Investment Advisory firm - (5/8/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(1/23/2026)

Exams

Current Firm

SH
STAGE HARBOR FINANCIAL
CORTANA ADVISORS, LLC | STAGE HARBOR FINANCIAL, LLC | STAGE HARBOR FINANCIAL

CRD#: 289725 / SEC#: 801-112359

RIA
Registered Investment Advisory firm - (5/8/2018 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
100 Lowder Brook Drive Suite #2500, Westwood, MA 02090
Mailing Address
Phone number
(781) 934-3130
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR STAGE HARBOR FINANCIAL, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts901
AUM (Assets Under Management)$ 972,886,954

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/02/2025
Cover Page
Report
12/11/2024
Cover Page
Report
12/12/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STAGE HARBOR FINANCIAL

CRD#: 289725Westwood, MA 02090

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