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Chief Financial and Operations Principal · Glen Eagle Advisors, LLC

Carol Ann Fernandez

CRD 5948138 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Glen Eagle Advisors, LLC, an SEC-registered wealth manager based in Kingston, NJ with $1.0 billion in regulatory assets, lists Carol Ann Fernandez on its Form ADV as Chief Financial and Operations Principal, a control person. The SEC filings also name Carol at 1 other registered adviser.

Firms and roles

  • Glen Eagle Advisors, LLCChief Financial and Operations PrincipalWealth manager · Kingston, NJ · $1.0B in regulatory assets
  • AlooolaCFO & PrincipalAsset manager · Kingston, NJ · $51M in regulatory assets

AtlasMembers

Carol’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carol’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.