Erin M. Fago

EAGLE WEALTH STRATEGIES

MULLICA HILL, NJ 08062

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CRD#: 7325471

Professional summary

Erin Marie Fago, who also goes by Erin Fago, is a registered financial advisor currently at EAGLE WEALTH STRATEGIES located in Mullica Hill, New Jersey.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Erin has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin Fago

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Marie Fago'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: 118 Bridgeton Pike, Mullica Hill, NJ 08062

RIA

CRD#: 323814

MULLICA HILL, NJ

Past

November 17, 2022 - April 12, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

West Deptford, NJ

Past

June 6, 2022 - April 12, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WEST DEPTFORD, NJ

Past

June 22, 2021 - June 13, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PENNINGTON, 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
(4/6/2023)

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

IAR

Series 65

Date: 11/15/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/24/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/22/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/2/2021

Securities Industry Essentials 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

118 Bridgeton Pike, Mullica Hill, NJ 08062

Mailing Address

Phone number

(856) 845-4005

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EAGLE WEALTH STRATEGIES DISCLOSURE BROCHURE AND PRIVACY POLICY (2/13/2026)

Regulatory assets under management

Total Number of Accounts	1,828
AUM (Assets Under Management)	$ 653,846,028

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

Erin M. Fago

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Marie Fago's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

EAGLE WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2022

Series 63

Date: 8/24/2021

Series 7TO

Date: 6/22/2021

SIE

Date: 4/2/2021

Current Firm

EAGLE WEALTH STRATEGIES

Contact information

SEC notice filing (9 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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