Erin
Fago
Eagle Wealth Strategies
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About this Advisor
Erin Fago is a financial advisor based in Woodbury, New Jersey, working with Eagle Wealth Strategies. Erin has previously held positions 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. Erin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Erin is part of Eagle Wealth Strategies, which operates out of Woodbury, New Jersey. The firm has 10 employees and manages assets totaling $498.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Eagle Wealth Strategies includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Wealth Strategies Brokerage Details
$498,298,616
10
1,709
$291,573
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Erin Fago Work History
Eagle Wealth Strategies LLC
Raymond James Financial Services Inc
Raymond James Financial Services Advisors, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Marine Equipment & Supply Co
Beachwood At The Dunes (Mrg Liquors)
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
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
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
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