Matthew T Mcnelis
Investment adviser representative at Stage Wealth Management, Inc.
11 yearsExperience
1 stateRegistered in
$103.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Gladstone Wealth PartnersSep 2026 to now
- Stage Wealth Management, Inc.Apr 2025 to now
- Broadstreet Insurance Agency, LLCApr 2025 to now
- Hornor Townsend & Kent LLCDec 2019 to Apr 2025
- Penn Mutual Life Insurance CompanyDec 2019 to Apr 2025
- AXA Advisors, LLCMar 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Stage Wealth Management, Inc.
$103.5MAssets managed
207Clients
4Advisers
4 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
- 4167363
- Firm CRD
- 320774