Matthew McNelis has been an investment adviser representative at Stage Wealth Management since April 2025, 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.
Matthew McNelis’ longest registration was 5 years at Hornor, Townsend & Kent, LLC (2020–2025). Before joining Stage Wealth Management in 2025, Matthew McNelis was registered through Hornor, Townsend & Kent, LLC and Axa Advisors, LLC.
- Gladstone Wealth PartnersAlso current– present · under a yearSomers, NY · Adviser representative · Firm CRD 250787
- – present · 1 yearMiddletown, NJ · Adviser representative · Firm CRD 320774
- Hornor, Townsend & Kent, LLC– · 5 yearsEdison, NJ · Adviser representative · Firm CRD 4031
- Axa Advisors, LLC– · 2 yearsEdison, NJ · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Matthew McNelis is registered as an investment adviser representative in 2 states. The first approvals date from April 2025; the most recent is New York, in September 2026.
- New JerseySince 22 April 2025
- New YorkSince 21 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 April 2017 |
| Series 7 | General Securities Representative Examination | 31 May 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 March 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew T McNelis
- CRD
- 4167363
- Firm
- Stage Wealth Management · CRD 320774
- Office
- Middletown, NJ
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew McNelis work?
Matthew McNelis is an investment adviser representative registered through Stage Wealth Management, Inc. since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Matthew McNelis a financial advisor?
Yes. Matthew McNelis has a current investment-adviser registration in New Jersey and New York, through Stage Wealth Management since April 2025.
How many years of experience does Matthew McNelis have?
Matthew McNelis has 11 years in the financial industry, since April 2015, across 4 adviser firms.
What exams has Matthew McNelis passed?
Matthew McNelis has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in March 2015. FINRA credited Matthew McNelis with the SIE, which began in October 2018.
Where did Matthew McNelis work before Stage Wealth Management?
Before Stage Wealth Management, Matthew McNelis was registered through Hornor, Townsend & Kent, LLC, February 2020 to April 2025; Axa Advisors, LLC, April 2017 to December 2019.
Where is Matthew McNelis based?
Matthew McNelis’ registered office is in Middletown, NJ.
Is Matthew McNelis registered with FINRA?
No. Matthew McNelis has no current broker registration.
How can I verify Matthew McNelis’ record?
Search CRD 4167363 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew McNelis’ full registration record.
