Charles Naddaff, financial advisor Langhorne PA
93 score

Charles Naddaff

CRD Number: 1408614
Current Firm: Glen Eagle Advisors, LLC

Charles Naddaff (CRD# 1408614) is an Investment Advisor Representative working at Glen Eagle Advisors, LLC in Langhorne, PA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Glen Eagle Advisors LLC Princeton, NJ Nov 2012 - Current 4
Naddaff Consulting Service Inc. Randolph, NJ Aug 2002 - Current 14
Financial Fitness Services LLC Langhorne, PA Oct 2002 - Dec 2014 12
Lombard Sercurities Incorporated Baltimore, MD Mar 2003 - Nov 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Charles E. Naddaff
Phone Number: 609-631-8231
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    138
    MILLIONS
  • Total Number of Accounts
    561
    ACCOUNTS
  • Average Account Value
    $245,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, DE, FL, GA, NC, NJ, NY, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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