Ann
Monaghan
Glen Eagle Advisors, LLC
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About this Advisor
Ann Monaghan is a financial advisor based in Kingston, New Jersey who has 3 years of relevant experience. Monaghan is currently employed by Glen Eagle Advisors, LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Princeton Tiger Aquatics Club, Bank Of America, N.A and Redwood Wealth Management Group, LLC. Monaghan maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to advise clients in New Jersey. Glen Eagle Advisors, LLC is an advisory company that has its headquarters in Kingston, NJ. It has offices in four locations and a total of 23 advisors. It manages $570 million in assets between its 2,213 accounts, placing it among the larger firms in the United States by assets under management. The firm provides financial advice to eight charities and foundations. Of its 2,213 accounts, just 13% are associated with high-net-worth investors who have more than $1 million in assets. Glen Eagle Advisors, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice typically are based on which service is provided. However, fee types charged by Glen Eagle Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Glen Eagle Advisors, LLC Brokerage Details
$569,724,006
23
2,213
$257,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ann Monaghan Work History
Ann has been registered as a financial advisor for 3 years.*
Redwood Wealth Management Group, LLC
Princeton Tiger Aquatics Club
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ann Monaghan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Glen Eagle Advisors, LLC
Langhorne, PA
Kingston, NJ
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Freehold, NJ
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Fort Washington, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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