EAGLE WEALTH STRATEGIES, LLC of MULLICA HILL, NJ is an SEC-registered investment adviser (CRD 323814). Regulatory assets under management: $653.8M.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| Christopher Thomas Tully | MANAGING PARTNER, SENIOR WEALTH ADVISOR; PRESIDENT | — |
| Melissa Lynn Phillips | CHIEF COMPLIANCE OFFICER | — |
| Jessica Lynn Ortega | CHIEF OPERATING OFFICER, PARTNER | — |
| Steffanie Ann Lerch | PARTNER | — |
| PHILLIPS RICHARD LYNN | CHIEF COMPLIANCE OFFICER | — |
| Tully Christopher Thomas | PRESIDENT | — |
| ORTEGA JESSICA LYNN | PARTNER | — |
| LERCH STEFFANIE ANN | PARTNER | — |