Erin
Fago

Eagle Wealth Strategies

CRD#7325471
Investment Advisor
in Woodbury, NJ

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About this Advisor

Erin Fago is a financial advisor working out of Woodbury, New Jersey. Fago is an employee of Eagle Wealth Strategies. Fago has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Marine Equipment & Supply Co, Beachwood At The Dunes (Mrg Liquors), Doc Magrogan'S Oyster House (Mrg Liquors), Harvest Seasonal Grill And Wine Bar, Vino Volo, The Wine Cellar At Harry'S (Montreal Resort), Artex Knitting Mills, Stefano'S Pizza, Brio Italian Grill, Ups, Applebee'S Bar And Grill, Raymond James Financial Services Inc, Raymond James Financial Services Advisors, Inc and Eagle Wealth Strategies LLC. Fago maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. Eagle Wealth Strategies is a registered investment firm headquartered in Woodbury, NJ. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advisory services depend on which services the firm provides the client. However, fees billed by Eagle Wealth Strategies likely include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Others

Office Location

877 Kings Highway Suite 300
Woodbury, NJ 08096

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Eagle Wealth Strategies Brokerage Details

Total Number of Employees

10

NJ Average: 92

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Erin Fago Work History

Erin has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Eagle Wealth Strategies LLC

2022 - 2023 (1 year)

Raymond James Financial Services Inc

2022 - 2023 (1 year)

Raymond James Financial Services Advisors, Inc

2021 - 2022 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2020 (< 1 year)

Marine Equipment & Supply Co

2020 - 2020 (< 1 year)

Beachwood At The Dunes (Mrg Liquors)

2019 - 2019 (< 1 year)

Beachwood At The Dunes (Mrg Liquors)

2018 - 2018 (< 1 year)

Doc Magrogan'S Oyster House (Mrg Liquors)

2017 - 2018 (1 year)

Harvest Seasonal Grill And Wine Bar

2016 - 2017 (1 year)

Vino Volo

2016 - 2016 (< 1 year)

The Wine Cellar At Harry'S (Montreal Resort)

2015 - 2016 (1 year)

Artex Knitting Mills

2015 - 2015 (< 1 year)

Stefano'S Pizza

2015 - 2015 (< 1 year)

Brio Italian Grill

2014 - 2015 (1 year)

Ups

2012 - 2014 (2 years)

Applebee'S Bar And Grill

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Erin Fago to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Wealth Strategies

Erin Fago
Woodbury, NJ
Ryan Miller
Woodbury, NJ
Christopher Tully
Woodbury, NJ
Paul Tully
Woodbury, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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