Christopher T. Tully

EAGLE WEALTH STRATEGIES | Branch Manager

WEST DEPTFORD, NJ 08096

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CRD#: 4814705

Professional summary

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

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10, Series 9 and Series 26 exams.

Question & Answer

What are your service offerings?

Social Security Planning

Employee and Employer Plan Ben...

Retirement Planning

Investment Planning

Retirement Income Management

Comprehensive Financial Planni...

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) Board Member; Boys & Girls Clubs of Gloucester County NJ; Start Date: 2/2022; Less than 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Thomas 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: 2009

CIMA^®

Certified Investment Management Analyst

Experience

Current

March 27, 2023 - Present

EAGLE WEALTH STRATEGIES

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

RIA

CRD#: 323814

WEST DEPTFORD, NJ

Past

January 13, 2010 - April 12, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

WEST DEPTFORD, NJ

Past

January 12, 2007 - April 12, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WEST DEPTFORD, NJ

Past

October 27, 2005 - January 8, 2007

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ALEXANDRIA, VA

Past

October 7, 2005 - January 8, 2007

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ALEXANDRIA, VA

Past

March 21, 2005 - October 28, 2005

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

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
(3/27/2023)

IAR

Pennsylvania
(3/20/2025)

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

IAR

Series 66

Date: 10/26/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/18/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 12/28/2012

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/5/2012

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 26

Date: 7/20/2006

Investment Company Products/Variable Contracts 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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Christopher T. Tully

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Thomas Tully's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

EAGLE WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 66

Date: 10/26/2005

SIE

Date: 10/1/2018

Series 7

Date: 3/18/2005

Series 10

Date: 12/28/2012

Series 9

Date: 10/5/2012

Series 26

Date: 7/20/2006

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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