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Susan Ann Michel

Glen Eagle Advisors, LLC

Kingston, NJ

CRD 1680859

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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
MD RA APPROVED 2023-11-22
CT RA APPROVED 2019-03-27
FL RA APPROVED 2018-04-27
CA RA APPROVED 2018-01-09
MA RA APPROVED 2017-10-11
AL RA APPROVED 2016-03-24
NJ RA APPROVED 2016-03-18
DE RA APPROVED 2016-03-17
NC RA APPROVED 2016-03-17
PA RA APPROVED 2016-03-17
  • MD RA
    APPROVED
    Since 2023-11-22
  • CT RA
    APPROVED
    Since 2019-03-27
  • FL RA
    APPROVED
    Since 2018-04-27
  • CA RA
    APPROVED
    Since 2018-01-09
  • MA RA
    APPROVED
    Since 2017-10-11
  • AL RA
    APPROVED
    Since 2016-03-24
  • NJ RA
    APPROVED
    Since 2016-03-18
  • DE RA
    APPROVED
    Since 2016-03-17
  • NC RA
    APPROVED
    Since 2016-03-17
  • PA RA
    APPROVED
    Since 2016-03-17

Branch Locations

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 Investments, Inc. Cranbury NJ 05/1988 Present
Glen Eagle Advisors, Llc Kingston NJ 03/2003 Present
Glen Eagle Wealth, Llc Kingston NJ 07/2015 Present
  • 05/1988 → Present
    Glen Eagle Investments, Inc.
    Cranbury, NJ
  • 03/2003 → Present
    Kingston, NJ
  • 07/2015 → Present
    Glen Eagle Wealth, Llc
    Kingston, NJ
Other Businesses

OWNER AND PRESIDENT OF GLEN EAGLE INVESTMENTS, INC. 19 SCOTTSDALE COURT, CRANBURY NJ SINCE 1988 WHICH HAS BEEN PRIMARILY ENGAGED IN THE CHEESE IMPORT BUSINESS. GLEN EAGLE INVESTMENTS, INC CHEESE IMPORT BUSINESS IS 100% OUTSOURCED AND IT TAKES NONE OF MY TIME DURING SECURITIES TRADING HOURS. I WORK ROUGHLY 2 HOURS A MONTH ON ACCOUTING AND PAPERWORK. ALSO CHIEF EXECUTIVE OFFICER OF GLEN EAGLE ADVISORS, LLC AN SEC REGISTERED INVESTMENT ADVISORS. MY POSITION AS CEO OF BOTH COMPANIES OCCUPIES ALMOST 100% OF MY TIME.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-06
S63 Uniform Securities Agent State Law Examination 1988-03-09
  • S66 Uniform Combined State Law Examination
    2011-01-06
  • S63 Uniform Securities Agent State Law Examination
    1988-03-09
Other Names
  • Susan Mcglory Michel

View on SEC IAPD

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