Michael Mullane, financial advisor Jericho NY

Michael Mullane

CRD Number: 5630374
Current Firm: Stage Wealth Management, Inc.

Michael Mullane (CRD# 5630374) is an Investment Advisor Representative working at Stage Wealth Management, Inc. in Jericho, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Stage Wealth Management, Inc. Jericho, NY Jun 2022 - Current 1
National Securities Corp New York, NY Mar 2010 - Jun 2022 12
National Asset Management, Inc. New York City, NY Dec 2008 - Jun 2022 13
Lucas & Associates Westport, CT Sep 2008 - Jun 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2010
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Michael Mullane
Phone Number: 844-782-4396
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    71
    MILLIONS
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $413,672
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, NJ, NY, OK, TX

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