Josh Minotta has been an investment adviser representative at Stage Wealth Management since January 2026, and is not listed among the firm’s executive officers or direct owners.
Stage Wealth Management, Inc. is a firm with $103M under management, 207 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Josh Minotta’s longest registration is the current one, under a year at Stage Wealth Management since 2026.
- Gladstone Wealth PartnersAlso current– present · under a yearSomers, NY · Adviser representative · Firm CRD 250787
- – present · under a yearSomers, NY · Adviser representative · Firm CRD 320774
Investment adviser representative registrations
Josh Minotta is registered as an investment adviser representative in New York, since January 2026.
- New YorkSince 8 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Josh Emrah Minotta
- CRD
- 8203284
- Firm
- Stage Wealth Management · CRD 320774
- Office
- Somers, NY
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Josh Minotta work?
Josh Minotta is an investment adviser representative registered through Stage Wealth Management, Inc. since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Josh Minotta a financial advisor?
Yes. Josh Minotta has a current investment-adviser registration in New York, through Stage Wealth Management since January 2026.
How many years of experience does Josh Minotta have?
Josh Minotta has 0 years in the financial industry, since January 2026, across 2 adviser firms.
What exams has Josh Minotta passed?
Josh Minotta passed the Series 65 in October 2025.
Where is Josh Minotta based?
Josh Minotta’s registered office is in Somers, NY.
Is Josh Minotta registered with FINRA?
No. Josh Minotta has no current broker registration.
How can I verify Josh Minotta’s record?
Search CRD 8203284 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Josh Minotta’s full registration record.
