Steffanie Ann Lerch
Investment Adviser Representative at Eagle Wealth Strategies
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steffanie Ann Lerch is an investment adviser representative with Eagle Wealth Strategies in Mullica Hill, NJ, where they have been registered since 2023. They have worked in the securities industry since 2005 and were previously registered with Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial ServicesFeb 2004 – Mar 2023West Deptford, NJ
- Raymond James Financial Services Advisors, Inc.Mar 2010 – Mar 2023West Deptford, NJ
- Eagle Wealth StrategiesJul 2002 – Mar 2023West Deptford, NJ
- Eagle Wealth Strategies LLCMar 2023 – no end date reportedWest Deptford, NJ
- EWS Property LLCJun 2024 – no end date reportedWest Deptford, NJ
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Eagle Wealth Strategies
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $500,000
- Estimated blended rate
- 0.012
- $0 - $250,0001.20%
- $250,001 - $1,000,0001.00%
- $1,000,001 - $1,500,0000.95%
- $1,500,001 - $2,000,0000.90%
+7 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, financial planning, tax strategy, retirement planning, investment management, and financial consultations including a Retirement Planning Course, Financial Consultation, and Investment Strategy Session.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Mullica Hill, NJ
- Founded:
- 1989
- SEC file number:
- 801-127242
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 8, 2026
View full firm profileOther advisors at Eagle Wealth Strategies
8 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steffanie Ann Lerch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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