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Ryan E. Miller

EAGLE WEALTH STRATEGIES
WEST DEPTFORD, NJ 08096
Some features on this profile are disabled
CRD#: 6088421
RM

Professional summary


Ryan E Miller, who also goes by Ryan E Miller, Ryan Elliott Miller, is a registered financial advisor currently at EAGLE WEALTH STRATEGIES located in West Deptford, New Jersey.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ryan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ryan E Miller | Ryan Elliott Miller

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.
Name of Business: Eagle Wealth Strategies Address: West Deptford, NJ Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/10/2021 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Eagle Wealth Strategies is our DBA for my associated activities as a registered rep/IAR of Raymond James.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan E Miller'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®
None

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

May 13, 2021 - April 12, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
West Deptford, NJ
Past

May 12, 2021 - April 12, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
WEST DEPTFORD, NJ
Past

October 2, 2020 - April 23, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PENNINGTON, NJ
Past

October 1, 2020 - April 23, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PENNINGTON, NJ
Past

July 26, 2017 - August 21, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
VOORHEES, NJ
Past

June 24, 2015 - August 21, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
VOORHEES, 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".
EW
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
(4/6/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/20/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EW
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
11

SEC notice filing (8 States and Territories)


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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 Accounts1,758
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.

Company Information


EAGLE WEALTH STRATEGIES

CRD#: 323814West Deptford, NJ 08096

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