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Grier Elizabeth Vacek

GLEN EAGLE WEALTH
KINGSTON, NJ
·CRD# 7427236·5 years registered

Professional Summary

Grier Elizabeth Vacek, who also goes by Grier Vacek, is a registered financial advisor currently at GLEN EAGLE WEALTH, LLC located in Kingston, New Jersey. Grier is registered as a RR (Registered Representative) and started their career in finance in 2021. Grier has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Grier Vacek

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years registered in the securities industry

Current & Past Employments

Current

GLEN EAGLE WEALTH, LLCCurrent·CRD# 124504
BD
4422c Route 27, Kingston, NJ 08528-0399
August 11, 2022 - Present

Past

WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
Charlotte, NC
October 13, 2021 - April 1, 2022

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Current Firm

GE
GLEN EAGLE WEALTH, LLC

CFT SECURITIES | GLEN EAGLE WEALTH, LLC | GLEN EAGLE TRADING | GLEN EAGLE ADVISORS, LLC | GLEN EAGLE ADVISORS LLC

CRD#: 124504 / SEC#: 8-65678
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

4422c Route 27, Kingston, NJ 08528-0399

Mailing Address

4422c Route 27 Po Box 399, Kingston, NJ 08528

Phone Number

(609) 631-8231

Established

Delaware since 06/19/2002

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (34 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
GLEN EAGLE INVESTMENTS INC.OWNER—
MICHEL, SUSAN ANNCEO - MANAGING MEMBER1680859
OBOYLE, JAMES PATRICK IVFINOP7142888
OBOYLE, JAMES PATRICK IVCHIEF COMPLIANCE OFFICER7142888

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New Jersey
(8/11/2022)
RR
North Carolina
(8/11/2022)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2021About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2021About the SIE exam

Series 24 — General Securities Principal Examination

Passed Mar 2024About the Series 24 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Grier Elizabeth Vacek's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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