Glen Eagle Wealth, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Kingston, New Jersey
CRD number
124504
Registered since
May 13, 2003

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Robert Michel

    Robert Michel

    President, Chief Investment OfficerCRD 5967668

  • Susan Michel

    Susan Michel

    Chief Executive OfficerCRD 1680859

  • Carol Ann Fernandez

    Carol Ann Fernandez

    Chief Operating OfficerCRD 5948138

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Contacts

3 of 15
  • Charles Naddaff

    Charles Naddaff

    Financial AdvisorCRD 5939059

  • Margaret Gore

    Margaret Gore

    Financial AdvisorCRD 5963509

  • Jay Lipschutz

    Jay Lipschutz

    Financial AdvisorCRD 5374990

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth