Marylou Wellbrockreeves

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CRD#: 1197015

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marylou Wellbrockreeves MS., CFP®, who also goes by Marylou Reeves, Marylou Wellbrock, Marylou Wellbrockreeves, was a registered financial professional .

Marylou is a previously registered financial professional and started their career in finance in 1983. Marylou had worked at 5 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Marylou Reeves | Marylou Wellbrock | Marylou Wellbrockreeves

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Ms. Wellbrock-Reeves owns Thomas Mack and Associates which is now a S Corp she uses to incorporate herself. She also buys/sells and/or leases real estate which takes approximately 5% of her time during a business month.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Past

January 2, 2018 - May 23, 2024

GLEN EAGLE ADVISORS, LLC

RIA

CRD#: 282920

Lewes, DE

Past

November 6, 2003 - January 31, 2018

THOMAS MACK ASSOCIATES, INC.

RIA

CRD#: 128894

LEWES, DE

Past

September 2, 1987 - March 16, 1988

MONARCH INVESTMENTS INC.

CRD#: 18208

Past

March 20, 1986 - July 6, 1987

EXETER SECURITIES CORPORATION

CRD#: 16543

Past

October 19, 1983 - April 10, 1984

SAN DIEGO SECURITIES INCORPORATED

CRD#: 4136

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GLEN EAGLE ADVISORS, LLC

ALOOOLA | GLEN EAGLE ADVISORS, LLC

CRD#: 282920 / SEC#: 801-79298

RIA

Registered Investment Advisory firm - (3/10/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 10/15/1983

General Securities Representative Examination

Current Firm

GLEN EAGLE ADVISORS, LLC

ALOOOLA | GLEN EAGLE ADVISORS, LLC

CRD#: 282920 / SEC#: 801-79298

RIA

Registered Investment Advisory firm - (3/10/2014 Approved)

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Contact information

Main Address

4422c Route 27, Kingston, NJ 08528-0399

Mailing Address

4422c Route 27 P.o. Box 399, Kingston, NJ 08528-0399

Phone number

(609) 631-8231

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLEN EAGLE ADV PART II BROCHURE 2024 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	3,251
AUM (Assets Under Management)	$ 880,510,942

Red Flags

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Marylou Wellbrockreeves

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GLEN EAGLE ADVISORS, LLC

THOMAS MACK ASSOCIATES, INC.

MONARCH INVESTMENTS INC.

EXETER SECURITIES CORPORATION

SAN DIEGO SECURITIES INCORPORATED

Primary Firm SEC Registration

GLEN EAGLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 10/15/1983

Current Firm

GLEN EAGLE ADVISORS, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLEN EAGLE ADVISORS, LLC

TRUST BUT VERIFY

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