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Melissa Lynn Phillips

EAGLE WEALTH STRATEGIES, LLC·WEST DEPTFORD, New Jersey
Clean recordEAGLE WEALTH STRATEGIES, LLC
877 KINGS HIGHWAY, WEST DEPTFORD, NJ 08096CRD# 6711659Firm CRD# 323814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Lynn Phillips · WEST DEPTFORD, NJ
Registration
CRD #6711659 · EAGLE WEALTH STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Melissa Lynn Phillips is a registered financial advisor based in WEST DEPTFORD, New Jersey, affiliated with EAGLE WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EAGLE WEALTH STRATEGIES, LLC
EAGLE WEALTH STRATEGIES
AUM
$498M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at EAGLE WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Other: CONSULTING FEE
Regulatory
SEC/IARD CRD# 6711659
Firm CRD# 323814
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melissa Lynn Phillips offer?
Melissa Lynn Phillips specializes in Financial Planning, Investment Management. Contact their office in WEST DEPTFORD, New Jersey for a consultation.
What are Melissa Lynn Phillips's credentials?
Melissa Lynn Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Lynn Phillips located?
Melissa Lynn Phillips is based in WEST DEPTFORD, New Jersey, working with EAGLE WEALTH STRATEGIES, LLC. Their office serves clients in the WEST DEPTFORD metropolitan area and surrounding communities.
How does Melissa Lynn Phillips charge for services?
Melissa Lynn Phillips's firm is compensated through percentage of aum, other: consulting fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EAGLE WEALTH STRATEGIES, LLC?
EAGLE WEALTH STRATEGIES, LLC has approximately 10 employees and manages $498M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EAGLE WEALTH STRATEGIES, LLC

Christopher Thomas Tully
WEST DEPTFORD, NJ
Jessica Lynn Ortega
WEST DEPTFORD, NJ
Steffanie Ann Lerch
WEST DEPTFORD, NJ

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Research
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