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 structured as a limited liability company that has been registered with the SEC since 2003. FINTRX classifies ownership as a combination of a domestic entity and an individual and lists the firm's regulatory classification as unclassified. The profile records that the firm is not designated as a capital allocator and is not identified as an active ESG investor. Several typical descriptive fields — including fee structure, client segmentation, and specific advisory activities — are not populated in the FINTRX entry.

Assets & Accounts

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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

FINTRX

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