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Kathy Anne Lobue

Glen Eagle Advisors, LLC

Freehold, NJ

Kingston, NJ

CRD 3160198

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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:

Current Employers
Glen Eagle Advisors, Llc

4422C Route 27, Kingston, NJ 08528-0399 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
NJ RA APP_PEND_IARCE 2026-01-01
NY RA APPROVED 2021-05-15
CT RA APPROVED 2019-03-27
MA RA APPROVED 2017-10-11
GA RA APPROVED 2016-09-12
DE RA APPROVED 2016-03-17
NC RA APPROVED 2016-03-17
PA RA APPROVED 2016-03-17
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NY RA
    APPROVED
    Since 2021-05-15
  • CT RA
    APPROVED
    Since 2019-03-27
  • MA RA
    APPROVED
    Since 2017-10-11
  • GA RA
    APPROVED
    Since 2016-09-12
  • DE RA
    APPROVED
    Since 2016-03-17
  • NC RA
    APPROVED
    Since 2016-03-17
  • PA RA
    APPROVED
    Since 2016-03-17

Branch Locations

Pinho Professional Center 57 Schank Road, Suite C-4, Freehold, NJ 07728 • United States

4422C Route 27, Kingston, NJ 08528-0399 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Glen Eagle Advisors Llc Princeton NJ 11/2013 Present
Previous Registrations
Other Businesses

CEO of The LoBue Group, a company which allows the advisor to conduct her business as an independent contractor. The business is not investment related. The business in co-located with Ms. LoBue's investment advisory practice. Ms. Lo Bue spends 10 hours a month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-01
S63 Uniform Securities Agent State Law Examination 1999-02-12
  • S65 Uniform Investment Adviser Law Examination
    2005-11-01
  • S63 Uniform Securities Agent State Law Examination
    1999-02-12
Other Names
  • Kathy Anne Klumbach
  • Kathyanne Lobue

View on SEC IAPD

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