AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GV

Grier E. Vacek

GLEN EAGLE WEALTH
Kingston, NJ 08528-0399
Some features on this profile are disabled
CRD#: 7427236
GV

Professional summary

Grier Elizabeth Vacek, who also goes by Grier Vacek, is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Grier Vacek

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) - BD

Click below to view Grier Elizabeth Vacek'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

August 11, 2022 - Present

GLEN EAGLE WEALTH, LLC

Office #1: 4422c Route 27, Kingston, NJ 08528-0399
BD
CRD#: 124504
Kingston, NJ
Past

October 13, 2021 - April 1, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHARLOTTE, NC

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(8/11/2022)
RR
North Carolina
(8/11/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 10/22/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/13/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/3/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/11/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4422c Route 27, Princeton, NJ 08540
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
# of Employees

FINRA licenses (34 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers

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

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.

Company Information

GLEN EAGLE WEALTH, LLC

CRD#: 124504Kingston, NJ 08528-0399

TRUST BUT VERIFY

Monitor Grier Vacek

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

FR
Fernando RiveraAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
East Brunswick, NJ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics