Advisor at Glen Eagle Advisors, LLC
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Firm
Glen Eagle Advisors, LLC
Location
Langhorne, PA 19047
Credentials
Series 63, Series 65
Industry experience
9 years
Charles Naddaff II is a financial advisor at Glen Eagle Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Glen Eagle Wealth, LLC, Naddaff Consulting, and Sovereign Medical Services. Outside of his advisory role, he operates as an independent licensed insurance agent and provides professional business consulting through Naddaff Consulting Services, Inc. Glen Eagle Advisors, LLC offers investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models combined with fundamental and technical analysis. The firm serves a diverse client base, including high net worth individuals, pension plans, trusts, and charitable organizations, and employs a buy-and-hold approach with rebalancing and stop-loss tools where appropriate.
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
413 Executive Drive
Langhorne, PA 19047
New Jersey · Pennsylvania
Glen Eagle Wealth, LLC
2016 - Present (10 years)
Naddaff Consulting
2016 - Present (10 years)
Glen Eagle Advisors, LLC
2016 - Present (10 years)
Sovereign Medical Services, Inc.
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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
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