Steffanie A. Lerch

EAGLE WEALTH STRATEGIES | Financial Advisor

WEST DEPTFORD, NJ 08096

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CRD#: 4573773

Professional summary

Steffanie Ann Lerch, CFP®, who also goes by Steffani Ann Tyska, Steffanie Ann Tyska, is a registered financial advisor currently at EAGLE WEALTH STRATEGIES located in West Deptford, New Jersey.

Steffanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Steffanie has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Estate Planning

Retirement Income Management

Retirement Planning

Social Security Planning

Long-term Care

Are you a "fiduciary"?

Yes

Aliases

Steffani Ann Tyska | Steffanie Ann Tyska

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) EWS Property LLC - Investment Related - 877 Kings Highway, Suite 300, West Deptford, NJ. 08096 - Property Holding LLC - Owner/Member - 2 Hour per month - EWS Property LLC charges Eagle Wealth Strategies rent for the building. Duties related to maintenance of property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steffanie Ann Lerch'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: 2010

Experience

Current

April 18, 2023 - Present

EAGLE WEALTH STRATEGIES

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

RIA

CRD#: 323814

WEST DEPTFORD, NJ

Past

March 8, 2010 - April 12, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

WEST DEPTFORD, NJ

Past

May 18, 2005 - April 12, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WEST DEPTFORD, NJ

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

New Jersey
(4/18/2023)

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: 11/3/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/26/2004

General Securities Representative 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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Steffanie A. Lerch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steffanie Ann Lerch's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLE WEALTH STRATEGIES

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

EAGLE WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 63

Date: 11/3/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/26/2004

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

Contact information

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