Glen Eagle Wealth, LLC
Firm details
- Headquarters
- Kingston, New Jersey
- CRD number
- 124504
- Registered since
- May 13, 2003
- Website
- www.gleneagleadv.com
Firm profile
FINTRXOverview
Glen Eagle Wealth, LLC is a limited liability company that has been SEC-registered since 2003. FINTRX classifies the firm as "Unclassified." The data indicates ownership by a combination of a domestic entity and individuals. The firm is not flagged as a capital allocator, is not active on ESG mandates, is not a pension consultant, and is not identified as a related adviser. FINTRX also marks it as not a multi-state adviser and not newly formed. Several typical profile fields—such as client base, fee structure, business activities, and advisory activities—are not reported in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Robert Michel
President, Chief Investment OfficerCRD 5967668

Susan Michel
Chief Executive OfficerCRD 1680859

Carol Ann Fernandez
Chief Operating OfficerCRD 5948138
Contacts
3 of 15
Charles Naddaff
Financial AdvisorCRD 5939059

Margaret Gore
Financial AdvisorCRD 5963509

Jay Lipschutz
Financial AdvisorCRD 5374990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kingston, NJ
Somerset
Location
Kingston, NJ
Headquartered in Kingston, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Somerset
- Address
- 4422 C Route 27
- Time zone
- ET (UTC-5)
- Office locations
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