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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-10-2014
- Office Locations
- 5
Office Locations
About Glen Eagle Advisors, LLC
Glen Eagle Advisors is a global, women-owned, multi-generational firm serving both wealth management and institutional markets. The team provides investment management and financial planning, including portfolio construction, retirement and estate planning, and insurance guidance. Investment implementation emphasizes ETFs and fixed income, with capabilities across alternative strategies. Custody includes Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CAROL ANN FERNANDEZ
Chief Financial Officer, Operations Principal, PRINCIPAL
- CRD
- #5948138
- Ownership
- Less than 5%
ROBERT FREEMAN MICHEL
Chief Investment Officer
- CRD
- #5967668
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Nicole Marie Baptista
--
- CRD
- #8037731
ZACHARY RYAN FEINBERG
--
- CRD
- #5811463
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,026,399,410 | $301,793 |
| Non-Discretionary | $0 | -- |
| Total | $1,026,399,410 | $301,793 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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