Unclaimed Profile

Steffanie Ann Lerch

EAGLE WEALTH STRATEGIES, LLC·WEST DEPTFORD, New Jersey

SIE, Series 7, Series 63CFPClean record16 years registeredEAGLE WEALTH STRATEGIES, LLC

877 KINGS HIGHWAY, WEST DEPTFORD, NJ 08096CRD# 4573773Firm CRD# 323814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steffanie Ann Lerch · WEST DEPTFORD, NJ

Registration

CRD #4573773 · EAGLE WEALTH STRATEGIES, LLC · 16 years registered

Brand Profile

Not yet started

Career History

EAGLE WEALTH STRATEGIES

Apr 2023 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 2010 – Apr 2023

WEST DEPTFORD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · March 8, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EAGLE WEALTH STRATEGIES, LLC

CRD 323814 · SEC 801-127242

AUM

$498M

Regulatory assets under management

Employees

1,709 client accounts

Services offered by EAGLE WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EAGLE WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Steffanie Ann Lerch offer?

Steffanie Ann Lerch specializes in Financial Planning, Investment Management. Contact their office in WEST DEPTFORD, New Jersey for a consultation.

What are Steffanie Ann Lerch's credentials?

Steffanie Ann Lerch holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steffanie Ann Lerch located?

Steffanie Ann Lerch 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 Steffanie Ann Lerch charge for services?

Steffanie Ann Lerch'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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