SM
SM

Susan Ann Michel

37 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.

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Other Business Activities

Susan is the owner and president of Glen Eagle Investments, Inc., a cheese import business, requiring minimal time. She is also the CEO of Glen Eagle Advisors, LLC, an SEC registered investment advisor, and her positions as CEO of both companies occupies nearly all of her time.

Employment History
Current Registrations
Glen Eagle Advisors, LLC
March 2016 - Present · 9 yrs 11 mos
Glen Eagle Wealth, LLCBroker
August 2003 - Present · 22 yrs 6 mos
Previous Registrations
Glen Eagle Advisors, LLC
January 2011 - March 2016 · 5 yrs 2 mos
The Investment Center, INC.Broker
January 1990 - August 2003 · 13 yrs 7 mos
Anchor National Financial Services, INC.Broker
February 1988 - January 1990 · 1 yr 11 mos
State Registrations26 states
ALAZCACOCTDCDEFLGAILINMAMDMIMSNCNJNVNYOHPASCTXVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.