SM
Susan A. Michel
GLEN EAGLE ADVISORS
Kingston, NJ 08528-0399
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CRD#: 1680859
SM
Professional summary
Susan Ann Michel, AIF®, who also goes by Susan Mcglory Michel, is a registered financial advisor currently at GLEN EAGLE ADVISORS, LLC located in Kingston, New Jersey and GLEN EAGLE WEALTH, LLC located in Kingston, New Jersey.
Susan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Susan has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Susan Mcglory Michel
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Susan Ann Michel's 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®
Experience
Current
March 17, 2016 - Present
GLEN EAGLE ADVISORS, LLC
Office #1: 4422c Route 27, Kingston, NJ 08528-0399RIA
CRD#: 282920
Kingston, NJ
Current
August 6, 2003 - Present
GLEN EAGLE WEALTH, LLC
Office #1: 4422c Route 27, Kingston, NJ 08528-0399Office #2: 4422c Route 27, Kingston, NJ 08528-0399BD
CRD#: 124504
Kingston, NJ
Past
January 7, 2011 - March 23, 2016
GLEN EAGLE WEALTH, LLC
RIA
CRD#: 124504
HAMILTON, NJ
Past
January 29, 1990 - August 4, 2003
THE INVESTMENT CENTER, INC.
BD
CRD#: 17839
BEDMINSTER, NJ
Past
February 24, 1988 - January 24, 1990
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BD
CRD#: 5774
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".
GE
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.RR
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
RR
Alabama(3/27/2008)
IAR
Alabama(3/24/2016)
RR
Arizona(7/19/2007)
RR
California(10/21/2011)
IAR
California(1/9/2018)
RR
Colorado(8/6/2003)
RR
Connecticut(7/17/2013)
IAR
Connecticut(3/27/2019)
RR
Delaware(8/6/2003)
IAR
Delaware(3/17/2016)
RR
District of Columbia(8/26/2010)
RR
Florida(3/27/2008)
IAR
Florida(4/27/2018)
RR
Georgia(5/7/2007)
RR
Illinois(7/16/2018)
RR
Indiana(10/16/2014)
RR
Maryland(8/6/2003)
IAR
Maryland(3/26/2019)
RR
Massachusetts(3/27/2008)
IAR
Massachusetts(10/11/2017)
RR
Michigan(10/7/2003)
RR
Mississippi(10/4/2011)
RR
Nevada(2/27/2012)
RR
New Jersey(8/6/2003)
IAR
New Jersey(3/18/2016)
RR
New York(8/6/2003)
RR
North Carolina(1/20/2011)
IAR
North Carolina(3/17/2016)
RR
Ohio(10/24/2011)
RR
Pennsylvania(8/6/2003)
IAR
Pennsylvania(3/17/2016)
RR
South Carolina(7/17/2013)
RR
Texas(3/8/2018)
RR
Virginia(8/6/2003)
RR
Washington(2/16/2016)
RR
West Virginia(10/21/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GE
GLEN EAGLE ADVISORS, LLC
ALOOOLA | GLEN EAGLE ADVISORS, LLC
CRD#: 282920 / SEC#: 801-79298
RIA
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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
21
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,251 |
| AUM (Assets Under Management) | $ 880,510,942 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GLEN EAGLE ADVISORS, LLC
CRD#: 282920Kingston, NJ 08528-0399TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
