Advisor at Glen Eagle Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Glen Eagle Advisors, LLC
Location
Kingston, NJ 08528-0399
Credentials
Series 63, Series 66
Industry experience
19 years
Ann Monaghan is a financial advisor at Glen Eagle Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Redwood Wealth Management Group, Bank of America, and Merrill. Outside of finance, she has been involved with the Princeton Tiger Aquatics Club since 2010. Glen Eagle Advisors provides investment management and wealth-planning services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm uses standardized asset-allocation models combined with fundamental and technical analysis, employing a buy-and-hold strategy supplemented by rebalancing and stop-loss tools.
Based on Glen Eagle Advisors, LLC
$0 - $5,000,000: Not to Exceed 2.00% $5,000,000+: Not to Exceed 2.00%
Up to $250.00 per hour for financial planning and consulting services
Account minimum: $15,000
4422 C Route 27
Kingston, NJ 08528-0399
New Jersey
Redwood Wealth Management Group, LLC
2019 - Present (7 years)
Bank Of America, N.A.
2012 - 2019 (7 years)
Merrill
2012 - 2019 (7 years)
Princeton Tiger Aquatics Club
2010 - Present (16 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Princeton, NJ
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Series 63, Series 65
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Series 63, Series 66
Princeton, NJ
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Series 63, Series 65
Princeton, NJ
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