Chief Compliance Officer · Glen Eagle Advisors, LLC
James P. Oboyle
CRD 7142888 · 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 James P. Oboyle on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name James at 1 other registered adviser.
Firms and roles
- Glen Eagle Advisors, LLCChief Compliance OfficerWealth manager · Kingston, NJ · $1.0B in regulatory assets
- AlooolaChief Compliance OfficerAsset manager · Kingston, NJ · $51M in regulatory assets
AtlasMembers
James’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Susan A. MichelChief Executive Officer, Glen Eagle Advisors, LLC
- Carol Ann FernandezChief Financial and Operations Principal, Glen Eagle Advisors, LLC
- ROBERT F. MICHELCIO, Glen Eagle Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.