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 SEC-registered since 2003. The firm is listed as Unclassified and is owned by a domestic entity/individual. The profile flags a number of negative indicators: it is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The dataset does not include descriptions of the firm’s client base, fee structure, advisory or business activities, or external affiliations. Those omissions limit visibility into the firm’s target clients, service model, and investment approach.
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
Robert Michel
President, Chief Investment OfficerCRD 5967668

Susan Michel
Chief Executive OfficerCRD 1680859

Carol Ann Fernandez
Chief Operating OfficerCRD 5948138
Contacts
3 of 15
Charles Naddaff
Financial AdvisorCRD 5939059

Margaret Gore
Financial AdvisorCRD 5963509

Jay Lipschutz
Financial AdvisorCRD 5374990
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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