Michael Mullane
Investment adviser representative at Stage Wealth Management, Inc.
18 yearsExperience
2 statesRegistered 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
18 years in the industry.
- Gladstone Wealth PartnersSep 2026 to now
- Stage Wealth Management, Inc.Jun 2022 to now
- National Securities CorpMar 2010 to Jun 2022
- National Asset Management, Inc.Dec 2008 to Jun 2022
- Lucas & AssociatesSep 2008 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 5630374
- Firm CRD
- 320774