linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Erin Marie Fago

Eagle Wealth Strategies

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Erin? Claim Your Profile

About Erin Marie Fago

Erin Fago is a financial advisor registered with Eagle Wealth Strategies LLC, based in West Deptford, New Jersey. Erin has been in the industry since 2021 and is currently licensed to provide investment advice in New Jersey. Previously, Erin has also been registered with Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Erin holds the Series 65, 63, 7TO and SIE licenses.

Firm Information

Erin Fago is currently registered with Eagle Wealth Strategies. Eagle Wealth Strategies is a Registered Investment Advisor (RIA) based in WEST DEPTFORD, NJ, with 8 investment advisor representatives and 7 licensed agents. They manage approximately $498 million in client assets, primarily for high-net-worth individuals, corporations, and individuals other than high-net-worth. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
Eagle Wealth Strategies

877 KINGS HIGHWAY

WEST DEPTFORD, NJ 08096

$498.30M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting fees

Consulting fees

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Consulting fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Erin Fago’s Registration & Firm History

NJ

04/06/2023 - Present

Eagle Wealth Strategies (WEST DEPTFORD NJ)

NJ

06/06/2022 - 04/12/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST DEPTFORD NJ)

NJ

06/22/2021 - 06/13/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

Not sure if Erin Marie Fago is right for you?

Licenses & Designations

IA

Issued 11/15/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erin Marie Fago.
Not sure if Erin Marie Fago is right for you?