Glenn B. Hechler

STAGE WEALTH MANAGEMENT

SOMERS, NY

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CRD#: 2605232

Professional summary

Glenn Bryan Hechler is a registered financial advisor currently at STAGE WEALTH MANAGEMENT, INC. located in Somers, New York.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Glenn has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) MGPC AGENCY START 3-2018 REFERALS FOR HOME, AUTO PROPERTY & CASUALTY INSURANCE AGENCY 10 HRS PER MONTH ZERO DURING TRADING HRS. (2) SYSO SOMERS SPORTS, TOWN SPORTS BOARD, NON-PROFIT, VOLUNTEER VICE PRESIDENT, SOMERS, NY 1 HRS PER MONTH, NOT INVESTMENT RELATED. (3) NORTH SHORE LIFE AND HEALTH AGENCY, INVESTMENT RELATED, JERICHO, NY, FIXED INSURANCE LIFE AND HEALTH, AGENT, 5-10 HRS. PER MONTH, ZERO DURING TRADING HRS, INSURANCE SALES AND SERVICES. (4) BSGGH LLC, INVESTMENT RELATED, PERSONAL INVESTMENTS AND CONSULTING SERVICES, SOLE MANAGING MEMBER, JERICHO, NY, APPROXIMATELY 16 HOURS PER MONTH ALL DURING TRADING HOURS, START 07/2023, PROVIDES NON-DISCRETIONARY CONSULTING, INSURANCE, AND OTHER BUSINESS ADVICE (5) BROADSTREET INSURANCE AGENCY, LLC; INVESTMENT-RELATED; SOMERS, NY; INSURANCE AGENCY; PRESIDENT; START 02/2024; SALES AND SERVICES FOR FIXED INSURANCE PRODUCTS INCLUDING PROPERTY & CASUALTY; 10 HRS PER MONTH WITH 5 HRS DURING TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Bryan Hechler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 29, 2022 - Present

STAGE WEALTH MANAGEMENT, INC.

RIA

CRD#: 320774

SOMERS, NY

Past

December 4, 2007 - June 29, 2022

B. RILEY WEALTH ADVISORS, INC.

RIA

CRD#: 115927

WHITE PLAINS, NY

Past

January 21, 2004 - June 29, 2022

NATIONAL SECURITIES CORPORATION

CRD#: 7569

WHITE PLAINS, NY

Past

December 4, 2000 - January 29, 2004

CONTINENTAL BROKER-DEALER CORP.

CRD#: 14048

CARLE PLACE, NY

Past

September 27, 1999 - December 20, 2000

MILLENNIUM SECURITIES CORP.

CRD#: 31695

NEW YORK, NY

Past

September 1, 1999 - October 12, 1999

CARLIN EQUITIES, LLC

CRD#: 31295

NEW YORK, NY

Past

May 22, 1996 - July 14, 1999

MILLENNIUM SECURITIES CORP.

CRD#: 31695

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STAGE WEALTH MANAGEMENT, INC.

CRD#: 320774 / SEC#: 801-125030

RIA

Registered Investment Advisory firm - (5/13/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(6/29/2022)

IAR

Texas
(7/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/28/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/6/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/16/1996

General Securities Representative Examination

Current Firm

STAGE WEALTH MANAGEMENT, INC.

CRD#: 320774 / SEC#: 801-125030

RIA

Registered Investment Advisory firm - (5/13/2022 Approved)

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Contact information

Main Address

Somers, NY

Mailing Address

Po Box 195, Hicksville, NY 11802-0195

Phone number

(844) 782-4396

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STAGE WEALTH MANAGEMENT, INC. ADV PART 2 BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	180
AUM (Assets Under Management)	$ 82,253,075

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Glenn B. Hechler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Bryan Hechler's CRS (Customer Relationship Summary).

Certified licenses

Experience

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

CONTINENTAL BROKER-DEALER CORP.

MILLENNIUM SECURITIES CORP.

CARLIN EQUITIES, LLC

MILLENNIUM SECURITIES CORP.

Primary Firm SEC Registration

STAGE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2007

Series 63

Date: 6/6/1996

SIE

Date: 10/1/2018

Series 7

Date: 5/16/1996

Current Firm

STAGE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STAGE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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