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Michael Mullane

Stage Wealth Management, Inc.

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About Michael Mullane

Michael Mullane is an investment advisor representative with Stage Wealth Management, Inc.. Michael has been in the financial services industry since March 2010 and has experience in providing investment advice and portfolio management for individuals, businesses, and charitable organizations. Michael holds Series 7, Series 63, and Series 65 licenses as well as the Series 24 Principal license. Michael is also an Independent Insurance Agent. Michael's firm, Stage Wealth Management, Inc., offers a range of investment advisory services, including portfolio management, selection of other advisors, and financial planning.

Firm Information

Michael Mullane is currently registered with Stage Wealth Management, Inc.. Stage Wealth Management, Inc. is an investment advisor registered with the SEC, with offices in Jericho, NY. The firm manages approximately $71,151,593 in assets for 172 accounts. The firm provides portfolio management for individuals, businesses, and investment companies. Stage Wealth Management, Inc. also offers selection of other advisors services. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. The firm participates in wrap fee programs.
Stage Wealth Management, Inc.

333 JERICHO TPKE.

JERICHO, NY 11753-1105

$71.15M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Mullane’s Registration & Firm History

NY

07/11/2022 - Present

Stage Wealth Management, Inc. (JERICHO NY)

NY

03/19/2010 - 06/29/2022

NATIONAL SECURITIES CORPORATION (WHITE PLAINS NY)

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Licenses & Designations

BC

Issued 04/05/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/14/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/12/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Mullane.
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