Stephen Colella
Snug Harbor Capital Management · Marshfield, Massachusetts
Stephen Colella is a fee-only financial advisor at Snug Harbor Capital Management in Marshfield, Massachusetts. Snug Harbor Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Stephen →
Facts
| Firm | Snug Harbor Capital Management |
|---|---|
| Based in | Marshfield, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $30.0M across 18 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2168766 |
| Exams passed | Series 63 (1991) · Series 65 (2002) · Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.snugharborcapital.com |
How Stephen's firm compares
- Snug Harbor Capital Management's average account is about $1.7 million, from its Form ADV (assets managed divided by 18 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
Is Stephen Colella a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Snug Harbor Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Snug Harbor Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Colella based?
Stephen Colella is based in Marshfield, Massachusetts.
Is Stephen Colella registered with the SEC?
Yes. Stephen Colella is registered as an investment adviser representative in MA (CRD 2168766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Snug Harbor Capital Management manage?
Snug Harbor Capital Management reports $30.0M across 18 accounts in assets under management.
How do I contact Stephen Colella?
Through Stephen's website, www.snugharborcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.