Unclaimed Profile

Gary A Moody

GLEN EAGLE ADVISORS, LLC·KINGSTON, New Jersey

SIE, Series 4, Series 7, Series 9, Series 10, Series 14, Series 24, Series 52TO, Series 53, Series 66Clean record16 years registeredGLEN EAGLE ADVISORS, LLC

4422C ROUTE 27, KINGSTON, NJ 08528-0399CRD# 4470104Firm CRD# 282920

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary A Moody · KINGSTON, NJ

Registration

CRD #4470104 · GLEN EAGLE ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2020 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2020 – present

GLEN EAGLE ADVISORS, LLC

Mar 2016 – Dec 2019

KINGSTON, NJ

GLEN EAGLE ADVISORS, LLC

May 2010 – Mar 2016

Kingston, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 14

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · May 7, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLEN EAGLE ADVISORS, LLC

CRD 282920 · SEC 801-79298

AUM

$714M

Regulatory assets under management

Employees

3,117 client accounts

Services offered by GLEN EAGLE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLEN EAGLE ADVISORS, LLC →

Introduction

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KINGSTON?

Browse all registered financial advisors in KINGSTON, New Jersey or claim this profile if it's yours.

Browse KINGSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gary A Moody offer?

Gary A Moody specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KINGSTON, New Jersey for a consultation.

What are Gary A Moody's credentials?

Gary A Moody is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary A Moody located?

Gary A Moody is based in KINGSTON, New Jersey, working with GLEN EAGLE ADVISORS, LLC. Their office serves clients in the KINGSTON metropolitan area and surrounding communities.

How does Gary A Moody charge for services?

Gary A Moody's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLEN EAGLE ADVISORS, LLC?

GLEN EAGLE ADVISORS, LLC has approximately 21 employees and manages $714M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →