Melissa L. Phillips

EAGLE WEALTH STRATEGIES

WEST DEPTFORD, NJ 08096

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CRD#: 6711659

Professional summary

Melissa Lynn Phillips, who also goes by Melissa Lynne Phillips, is a registered financial advisor currently at EAGLE WEALTH STRATEGIES located in West Deptford, New Jersey.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Melissa has worked at 3 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa Lynne Phillips

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.

Individual Capacity - Not Investment Related - Private Residence - Executor on Estate - Start Date: 10/1/2024 - 2 hours per month all outside business hours - duties related to execution of will

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Lynn Phillips'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 18, 2023 - Present

EAGLE WEALTH STRATEGIES

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

RIA

CRD#: 323814

WEST DEPTFORD, NJ

Past

October 16, 2018 - April 12, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

WEST DEPTFORD, NJ

Past

August 20, 2018 - 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

IAR

Series 66

Date: 10/8/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/2018

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 11/20/2018

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 11/3/2018

General Securities Sales Supervisor - General Module 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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Advisor Monitoring

Firm Stability Insights

Melissa L. Phillips

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Lynn Phillips's CRS (Customer Relationship Summary).

Certified licenses

Experience

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 66

Date: 10/8/2018

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/20/2018

Series 9

Date: 11/20/2018

Series 10

Date: 11/3/2018

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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