Ann Schnorr Monaghan

Glen Eagle Advisors, LLC

19 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Glen Eagle Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$271K average

Assets Under Management

$880.5M

Fee Structure

Minimum Investment:$15K

Location

4422C Route 27, Kingston, NJ, 08528-0399

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Glen Eagle Advisors, LLC

May 2020 - Present · 5 yrs 9 mos

Glen Eagle Wealth, LLCBroker

April 2020 - Present · 5 yrs 10 mos

Previous Registrations

Redwood Wealth Management Group, LLC

August 2019 - April 2020 · 8 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

September 2012 - January 2019 · 6 yrs 4 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

August 2012 - January 2019 · 6 yrs 5 mos

Philadelphia Investors, LTD.Broker

June 1991 - December 1997 · 6 yrs 6 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.