Steffanie Ann Lerch

Employer firm

Eagle Wealth Strategies CRD 323814

$654M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• CONSULTING FEES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → 03/2023
  Raymond James Financial Services
  West Deptford, NJ
• 03/2010 → 03/2023
  Raymond James Financial Services Advisors, Inc.
  West Deptford, NJ
• 07/2002 → 03/2023
  Eagle Wealth Strategies
  West Deptford, NJ
• 03/2023 → Present
  Eagle Wealth Strategies Llc
  West Deptford, NJ
• 06/2024 → Present
  Ews Property Llc
  West Deptford, NJ

Previous Registrations

• 2010-03-08 → 2023-04-12
  Raymond James Financial Services Advisors, Inc
  West Deptford, NJ
  Woodbury, NJ
  Saint Petersburg, FL

Other Businesses

1) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month 2) EWS Property LLC - Investment Related - 877 Kings Highway, Suite 300, West Deptford, NJ. 08096 - Property Holding LLC - Owner/Member - 2 Hour per month - EWS Property LLC charges Eagle Wealth Strategies rent for the building. Duties related to maintenance of property. 3) Aerie Tax & Advisory, LLC; Not investment-related; 877 Kings Highway, Suite 400, West Deptford, NJ. 08096; Tax and accounting services; Owner; Start date: 10/29/2025; Approx. 2% of time per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-11-03

Designations

• Certified Financial Planner

Other Names

• Steffani Ann Tyska
• Steffanie Ann Tyska