Ann S. Monaghan

GLEN EAGLE ADVISORS

Kingston, NJ 08528-0399

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CRD#: 2096365

Professional summary

Ann Schnorr Monaghan, who also goes by Ann S Monaghan, Ann Dorothea Schnorr, Ansie Schnorr, 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.

Ann is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Ann has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ann S Monaghan | Ann Dorothea Schnorr | Ansie Schnorr

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Schnorr Monaghan'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

May 8, 2020 - Present

GLEN EAGLE ADVISORS, LLC

Office #1: 4422c Route 27, Kingston, NJ 08528-0399

RIA

CRD#: 282920

Kingston, NJ

Current

April 22, 2020 - Present

GLEN EAGLE WEALTH, LLC

Office #1: 4422c Route 27, Kingston, NJ 08528-0399Office #2: 4422c Route 27, Kingston, NJ 08528-0399

CRD#: 124504

Kingston, NJ

Past

August 28, 2019 - April 23, 2020

REDWOOD WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 281741

MOORESTOWN, NJ

Past

September 19, 2012 - January 30, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PRINCETON, NJ

Past

August 10, 2012 - January 30, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PRINCETON, NJ

Past

June 17, 1991 - December 1, 1997

PHILADELPHIA INVESTORS, LTD.

CRD#: 23905

PHILADELPHIA, PA

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

New Jersey
(4/22/2020)

IAR

New Jersey
(5/8/2020)

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 66

Date: 9/17/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/7/1991

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: 8/8/2012

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

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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Ann S. Monaghan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Schnorr Monaghan's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLEN EAGLE WEALTH, LLC

REDWOOD WEALTH MANAGEMENT GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PHILADELPHIA INVESTORS, LTD.

Primary Firm SEC Registration

GLEN EAGLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/17/2012

Series 63

Date: 11/7/1991

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2012

FINRA

Nasdaq Stock Market

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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