Steffanie Ann Lerch
Investment adviser representative at Eagle Wealth Strategies
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$653.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Ews Property LLCJun 2024 to now
- Eagle Wealth Strategies LLCJul 2002 to now
- Raymond James Financial Services Advisors, Inc.Mar 2010 to Mar 2023
- Raymond James Financial ServicesFeb 2004 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Eagle Wealth Strategies
Legal name: Eagle Wealth Strategies, LLC
$653.8MAssets managed
654Clients
9Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4573773
- Firm CRD
- 323814