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Steffanie Ann Lerch

Eagle Wealth Strategies

Mullica Hill, NJ

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Current Employers
Eagle Wealth Strategies

118 Bridgeton Pike, Mullica Hill, NJ 08062 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-04-18
  • NJ RA
    APPROVED
    Since 2023-04-18

Branch Locations

118 Bridgeton Pike, Mullica Hill, NJ 08062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services West Deptford NJ 02/2004 03/2023
Raymond James Financial Services Advisors, Inc. West Deptford NJ 03/2010 03/2023
Eagle Wealth Strategies West Deptford NJ 07/2002 03/2023
Eagle Wealth Strategies Llc West Deptford NJ 03/2023 Present
Ews Property Llc West Deptford NJ 06/2024 Present
Previous Registrations
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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-11-03
  • S63 Uniform Securities Agent State Law Examination
    2016-11-03
Designations
Other Names
  • Steffani Ann Tyska
  • Steffanie Ann Tyska

View on SEC IAPD

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