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 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
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
Susan Michel
Chief Executive OfficerCRD 1680859

James Oboyle
Chief Compliance OfficerCRD 7142888

Carol Ann Fernandez
Chief Operating OfficerCRD 5948138
Contacts
3 of 15
Steven Bergida
TradingCRD 1744041

Zachary Feinberg
Financial Planning & Analysis ManagerCRD 5811463

Kathleen Karkos
Advisor OperationsCRD 5302916
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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