RM
Robert F. Michel
GLEN EAGLE ADVISORS
Kingston, NJ 08528-0399
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CRD#: 5967668
RM
Professional summary
Robert Freeman Michel, who also goes by Robert M Michel, Rob 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.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Robert has worked at 3 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 79, Series 7, Series 4, Series 53, Series 27 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert M Michel | Rob 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.
CIO & Principal of Glen Eagle Advisors LLC, an investment advisor registered with the Securities & Exchange Commission located at 4422C Route 27 Kingston NJ. This investment advisor is under common ownership & control with Glen Eagle Wealth LLC. Started in 2016, 100 hours per month during the trading day. CIO & Principal & Shareowner of Glen Eagle Investments Inc. located at 4422C Route 27 Kingston NJ. This is the holding company for the Glen Eagle family of businesses (and is under common ownership and control) and also acts as a small specialty importer. Started in 2016; less than 3 hours per month and none of it during market hours.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Freeman 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®
NoneExperience
Current
September 11, 2019 - Present
GLEN EAGLE ADVISORS, LLC
Office #1: 4422c Route 27, Kingston, NJ 08528-0399RIA
CRD#: 282920
Kingston, NJ
Current
March 17, 2016 - 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
August 6, 2014 - March 28, 2016
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
NEW YORK, NY
Past
August 23, 2011 - July 22, 2014
GLEN EAGLE WEALTH, LLC
BD
CRD#: 124504
PRINCETON, NJ
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
Arkansas(4/11/2023)
IAR
California(10/24/2019)
IAR
Florida(12/10/2019)
RR
Kentucky(4/11/2023)
IAR
Maryland(10/24/2019)
IAR
Massachusetts(11/27/2019)
RR
Minnesota(4/11/2023)
RR
Mississippi(4/9/2020)
RR
Nebraska(4/11/2023)
RR
New Jersey(3/17/2016)
IAR
New Jersey(9/11/2019)
IAR
Pennsylvania(10/24/2019)
RR
South Dakota(4/11/2023)
RR
Utah(4/11/2023)
RR
Wyoming(4/11/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
GE
GLEN EAGLE ADVISORS, LLC
ALOOOLA | GLEN EAGLE ADVISORS, LLC
CRD#: 282920 / SEC#: 801-79298
RIA
Registered Investment Advisory firm - (3/10/2014 Approved)Upgrade to AdvisorCheck Premium
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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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Company Information
GLEN EAGLE ADVISORS, LLC
CRD#: 282920Kingston, NJ 08528-0399TRUST BUT VERIFY
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