Robert Freeman Michel

Employer firm

Glen Eagle Advisors, LLC CRD 282920

$1.03B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → Present
  Glen Eagle Wealth, Llc
  Princeton, NJ
• 03/2016 → Present
  Glen Eagle Advisors, Llc
  Princeton, NJ

Other Businesses

CIO & Principal of Glen Eagle Advisors LLC, an investment advisor registered with the Securities & Exchange Commission located at 4422C Route 27 Kingston NJ. This investment advisor is under common ownership & control with Glen Eagle Wealth LLC. Started in 2016, 100 hours per month during the trading day. CIO & Principal & Shareowner of Glen Eagle Investments Inc. located at 4422C Route 27 Kingston NJ. This is the holding company for the Glen Eagle family of businesses (and is under common ownership and control) and also acts as a small specialty importer. Started in 2016; less than 3 hours per month and none of it during market hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-06
• S63 Uniform Securities Agent State Law Examination
  2012-06-07

Other Names

• Rob Michel
• Robert M Michel