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Steffanie Ann Lerch

Eagle Wealth Strategies

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About Steffanie Ann Lerch

Steffanie Lerch is a financial advisor with over 18 years of experience in the financial services industry. Steffanie is currently registered with Eagle Wealth Strategies in West Deptford, New Jersey. Steffanie has held a Series 7 and Series 63 license since 2004, and has been a Certified Financial Planner since 2018. Steffanie provides financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Steffanie is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Steffanie Lerch 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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percentage of assets

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

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other

Consulting fee

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Steffanie Lerch’s Registration & Firm History

NJ

04/18/2023 - Present

Eagle Wealth Strategies (WEST DEPTFORD NJ)

NJ

05/18/2005 - 04/12/2023

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

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Licenses & Designations

BC

Issued 11/03/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steffanie Ann Lerch.
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