RM
RM

Robert Freeman Michel

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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
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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.

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Other Business Activities

Robert is the CIO and Principal of Glen Eagle Advisors LLC, a registered investment advisor, dedicating about half of his time to this role. He is also the CIO, Principal, and Shareowner of Glen Eagle Investments Inc., the holding company for the Glen Eagle family of businesses and a small specialty importer, spending minimal time on this activity.

Employment History
Current Registrations
Glen Eagle Advisors, LLC
September 2019 - Present · 6 yrs 5 mos
Glen Eagle Wealth, LLC
March 2016 - Present · 9 yrs 11 mos
Glen Eagle Wealth, LLCBroker
March 2016 - Present · 9 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
August 2014 - March 2016 · 1 yr 7 mos
Glen Eagle Advisors LLCBroker
August 2011 - July 2014 · 2 yrs 11 mos
State Registrations14 states
ARCAFLKYMAMDMNMSNENJPASDUTWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert Freeman Michel - Financial Advisor | TrueAdvisor