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 an SEC-registered investment adviser organized as a limited liability company and registered in 2003. Ownership is recorded as a combination of a domestic entity and an individual. Regulatory filings list the firm’s classification as "Unclassified." The firm’s snapshot flags are limited: it is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser. Filings do not disclose core operating details such as client segments, fee arrangements, specific advisory activities, or other business lines. The firm also has not provided information about activities and affiliations in the source data.

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

FINTRX

Recent filings

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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