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 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

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
  • 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

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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