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Christopher Thomas Tully

Eagle Wealth Strategies

Mullica Hill, NJ

CRD 4814705

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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:

Current Employers
Eagle Wealth Strategies

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-20
NJ RA APPROVED 2023-03-27
  • PA RA
    APPROVED
    Since 2025-03-20
  • NJ RA
    APPROVED
    Since 2023-03-27

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, Inc. West Deptford NJ 01/2007 03/2023
Raymond James Financial Services Advisors, Inc. West Deptford NJ 01/2010 03/2023
Eagle Wealth Strategies West Deptford NJ 01/2015 03/2023
Eagle Wealth Strategies Llc West Deptford NJ 03/2023 Present
Previous Registrations
  • 2010-01-13 → 2023-04-12
    Woodbury, NJ
    West Deptford, NJ
  • 2005-10-27 → 2007-01-08
    Truist Investment Services, Inc.
    Alexandria, VA
    Alexandria, VA
    Alexandria, VA
    Alexandria, VA
    Washington, DC
    Washington, DC
Other Businesses

1) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month 2) Board Member; Boys & Girls Clubs of Gloucester County NJ; Start Date: 2/2022; Less than 10% of time during the month. 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
S66 Uniform Combined State Law Examination 2005-10-26
  • S66 Uniform Combined State Law Examination
    2005-10-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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