Joshua Devereaux
Investment adviser representative at Stage Harbor Financial
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Stage Harbor Financial, LLCMay 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Apr 2023
- UBS Financial Services Inc.Jun 2021 to Aug 2021
- Bridgewater State UniversityAug 2019 to Dec 2022
- UnemployedMay 2019 to Jul 2019
- Western Michigan UniversityAug 2017 to Apr 2019
- UnemployedJan 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Stage Harbor Financial
Legal name: Stage Harbor Financial, LLC
$1.1BAssets managed
348Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7560909
- Firm CRD
- 289725