Charles E. Naddaff

GLEN EAGLE ADVISORS

Langhorne, PA 19047

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CRD#: 1408614

Professional summary

Charles Edward Naddaff is a registered financial advisor currently at GLEN EAGLE ADVISORS, LLC located in Langhorne, Pennsylvania and GLEN EAGLE WEALTH, LLC located in Langhorne, Pennsylvania.

Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Charles has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 27, Series 53, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

NADDAFF CONSULTING: OWNER/PRESIDENT. STARTED OCTOBER 2002. 40 HRS./MONTH/ FIXED INSURANCE PRODUCTS 10 HRS A MONTH. OPERATIONAL CONSULTING WITH BDS; OWNER AND PRESIDENT. STARTED OCTOBER 2002. CONSULTING WITH A BROAD RANGE OF COMPANIES TO ACHIEVE EXPENSE REDUCTION AND OTHER EFFICIENCIES. NADDAFF CONSULTING AND FINANCIAL FITNESS SERVICES ARE BOTH LICENSED INSURANCE AGENCIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Edward Naddaff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

March 17, 2016 - Present

GLEN EAGLE ADVISORS, LLC

Office #1: 413 Executive Drive, Langhorne, PA 19047

RIA

CRD#: 282920

Langhorne, PA

Current

November 15, 2012 - Present

GLEN EAGLE WEALTH, LLC

Office #1: 413 Executive Drive, Langhorne, PA 19047

CRD#: 124504

Langhorne, PA

Past

June 5, 2014 - March 23, 2016

GLEN EAGLE WEALTH, LLC

RIA

CRD#: 124504

PRINCETON, NJ

Past

April 28, 2003 - December 22, 2014

FINANCIAL FITNESS SERVICES

RIA

CRD#: 125343

LANGHORNE, PA

Past

March 17, 2003 - November 19, 2012

LOMBARD SECURITIES INCORPORATED

CRD#: 27954

LANGHORNE, PA

Past

October 5, 1999 - November 2, 2001

BNY MELLON SECURITIES LLC

CRD#: 47268

JERSEY CITY, NJ

Past

April 6, 1995 - November 17, 1997

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

Past

January 28, 1994 - April 3, 1995

PNC BROKERAGE CORP

CRD#: 34671

PITTSBURGH, PA

Past

August 1, 1991 - April 19, 1994

PNC CAPITAL MARKETS LLC

CRD#: 15647

PITTSBURGH, PA

Past

August 29, 1986 - August 1, 1991

TRADE$AVER INC.

CRD#: 17458

Past

December 3, 1985 - December 23, 1985

NF CLEARING, INC.

CRD#: 14285

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(11/15/2012)

IAR

Connecticut
(3/26/2019)

Delaware
(11/15/2012)

IAR

Delaware
(3/23/2018)

Florida
(11/15/2012)

IAR

Florida
(10/6/2017)

Indiana
(10/16/2014)

Kentucky
(3/7/2017)

Maryland
(11/15/2012)

New Jersey
(11/15/2012)

IAR

New Jersey
(3/18/2016)

New York
(4/11/2016)

North Carolina
(11/15/2012)

Pennsylvania
(11/15/2012)

IAR

Pennsylvania
(3/17/2016)

Virginia
(11/15/2012)

Wyoming
(2/27/2013)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/16/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/18/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 8/27/1986

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 53

Date: 4/15/1986

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 3/10/1986

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/22/1985

General Securities Principal Examination

SRO Registrations

FINRA

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

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Charles E. Naddaff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Edward Naddaff's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLEN EAGLE WEALTH, LLC

GLEN EAGLE WEALTH, LLC

FINANCIAL FITNESS SERVICES

LOMBARD SECURITIES INCORPORATED

BNY MELLON SECURITIES LLC

FISERV INVESTOR SERVICES, INC.

PNC BROKERAGE CORP

PNC CAPITAL MARKETS LLC

TRADE$AVER INC.

NF CLEARING, INC.

Primary Firm SEC Registration

GLEN EAGLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/16/2003

Series 63

Date: 11/18/1985

SIE

Date: 10/1/2018

Series 7

Date: 9/21/1985

Series 27

Date: 8/27/1986

Series 53

Date: 4/15/1986

Series 4

Date: 3/10/1986

Series 24

Date: 10/22/1985

FINRA

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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