Paul J. Tully

EAGLE WEALTH STRATEGIES

WEST DEPTFORD, NJ 08096

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CRD#: 1075274

Professional summary

Paul Joseph Tully, CFP® is a registered financial advisor currently at EAGLE WEALTH STRATEGIES located in West Deptford, New Jersey.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Paul has worked at 5 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month (2)Name of Business: EWS2 Address: Peachtree Professional Ct, West Deptford, NJ, 08096, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: it is a corporation that will have my compensation transferred to. It will also engage in the sale of life insurance and annuity products previously approved in an OBA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Tully's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

April 6, 2023 - Present

EAGLE WEALTH STRATEGIES

Office #1: 877 Kings Highway Suite 400, West Deptford, NJ 08096

RIA

CRD#: 323814

WEST DEPTFORD, NJ

Past

January 12, 2009 - April 12, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

WEST DEPTFORD, NJ

Past

June 22, 2006 - January 12, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

ESTERO, FL

Past

April 12, 1989 - April 12, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ESTERO, FL

Past

February 15, 1988 - April 24, 1989

LEHMAN BROTHERS INC.

CRD#: 7506

Past

November 24, 1982 - February 15, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EAGLE WEALTH STRATEGIES

EAGLE WEALTH STRATEGIES | EAGLE WEALTH STRATEGIES, LLC

CRD#: 323814 / SEC#: 801-127242

RIA

Registered Investment Advisory firm - (1/31/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/25/2023)

IAR

New Jersey
(4/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/11/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/2/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/20/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 7/1/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/15/1989

General Securities Principal Examination

Current Firm

EAGLE WEALTH STRATEGIES

EAGLE WEALTH STRATEGIES | EAGLE WEALTH STRATEGIES, LLC

CRD#: 323814 / SEC#: 801-127242

RIA

Registered Investment Advisory firm - (1/31/2023 Approved)

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Contact information

Main Address

877 Kings Highway Suite 400, West Deptford, NJ 08096

Mailing Address

Phone number

(856) 845-4005

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EAGLE WEALTH STRATEGIES DISCLOSURE BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts	1,758
AUM (Assets Under Management)	$ 557,574,982

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul J. Tully

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Tully's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

EAGLE WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 63

Date: 1/11/1983

SIE

Date: 10/1/2018

Series 31

Date: 7/2/2004

Series 7

Date: 11/20/1982

Series 51

Date: 7/1/2003

Series 24

Date: 11/15/1989

Current Firm

EAGLE WEALTH STRATEGIES

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLE WEALTH STRATEGIES

TRUST BUT VERIFY

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