Stage Wealth Management, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 320774
- SEC number
- 801-125030
- Firm type
- RIA
- Assets under management
- $103.5M as of Mar 4, 2026
- Website
- stagewealthmanagement.com ↗
- Phone
- 844-782-4396
- Address
- Not yet retrieved from the source record
Advisors at this firm
4 in our index · page 1 of 1
-
Glenn Bryan HechlerCRD 2605232 · Somers, NYIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Matthew T McnelisCRD 4167363 · Middletown, NJIA RegisteredRegistration inactive
-
Michael MullaneCRD 5630374 · Scarsdale, NYIA RegisteredRegistration inactive
-
Josh Emrah MinottaCRD 8203284 · Somers, NYIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 320774 ↗
FINRA BrokerCheck record for firm CRD 320774 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.