Glen Eagle Wealth, LLC

Broker-DealerFINRA Member
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 organized as a limited liability company and, according to the available records, is owned by a domestic entity together with an individual. The firm's classification in the source dataset is listed as "Unclassified." The public profile provides minimal detail about business lines or client segments; the firm is not identified in the dataset as a capital allocator, an active ESG investor, a pension consultant, a multi-state adviser, or a related adviser. The information provided does not describe advisory offerings, fee structures, or investment philosophies. That limited disclosure constrains assessment of how the firm sources managers, constructs portfolios, or positions itself relative to other wealth advisers.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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