Erin Marie Fago
Investment adviser representative at Eagle Wealth Strategies
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
10 years in the industry.
- Eagle Wealth Strategies LLCMar 2023 to now
- Raymond James Financial Services Advisors, Inc.Nov 2022 to Mar 2023
- Raymond James Financial Services IncJun 2022 to Mar 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2021 to May 2022
- Beachwood At the Dunes (mrg Liquors)Jun 2020 to Sep 2020
- Marine Equipment & Supply Co.May 2020 to Dec 2020
- UnemployedOct 2019 to May 2020
- Beachwood At the Dunes (mrg Liquors)Apr 2019 to Oct 2019
- UnemployedOct 2018 to Apr 2019
- Doc Magrogan's Oyster House (mrg Liquors)May 2018 to Oct 2018
- Harvest Seasonal Grill and Wine BarJul 2017 to May 2018
- Vino VoloOct 2016 to Jun 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
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
- 7325471
- Firm CRD
- 323814