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 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

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
  • Susan Michel

    Susan Michel

    Chief Executive OfficerCRD 1680859

  • James Oboyle

    James Oboyle

    Chief Compliance OfficerCRD 7142888

  • Carol Ann Fernandez

    Carol Ann Fernandez

    Chief Operating OfficerCRD 5948138

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Contacts

3 of 15
  • Steven Bergida

    Steven Bergida

    TradingCRD 1744041

  • Zachary Feinberg

    Zachary Feinberg

    Financial Planning & Analysis ManagerCRD 5811463

  • Kathleen Karkos

    Kathleen Karkos

    Advisor OperationsCRD 5302916

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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