Nicole Marie Baptista
Investment adviser representative at Glen Eagle Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Glen Eagle Advisors, LLCJun 2020 to now
- Camassa Law FirmDec 2019 to Mar 2020
- Sam's ClubJun 2017 to Aug 2018
- Stevens Institute of TechnologySep 2016 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Glen Eagle Advisors, LLC
$1BAssets managed
3,401Clients
12Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8037731
- Firm CRD
- 282920