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 organized as a limited liability company and has been registered with the SEC since 2003. The firm's ownership is listed as a combination of a domestic entity and an individual. The FINTRX profile classifies the adviser as "unclassified" and indicates it is not a capital allocator. The record flags the firm as not an active ESG investor and not a multi-state adviser; it is also identified as neither newly formed nor a pension consultant, and it is not listed as a related adviser. Details about the firm's advisory services, fee schedule, or client types were not provided in the available 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
Susan Michel
Chief Executive OfficerCRD 1680859

James Oboyle
Chief Compliance OfficerCRD 7142888

Carol Ann Fernandez
Chief Operating OfficerCRD 5948138
Contacts
3 of 15
Steven Bergida
TradingCRD 1744041

Zachary Feinberg
Financial Planning & Analysis ManagerCRD 5811463

Kathleen Karkos
Advisor OperationsCRD 5302916
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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