Paul
Tully

Eagle Wealth Strategies

CRD#1075274
Investment Advisor
in Woodbury, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Paul Tully is a financial advisor based in Woodbury, New Jersey, working with Eagle Wealth Strategies. Paul has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Eagle Wealth Strategies, Ews2, and Eagle Wealth Strategies LLC. Paul has passed the Series 63 regulatory exam and is registered to provide services in Florida and New Jersey. Currently, Paul 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

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

877 Kings Highway Suite 300
Woodbury, NJ 08096

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Eagle Wealth Strategies Brokerage Details

Total Assets Under Management

$498,298,616

NJ Average: $10,121,009,343
Total Number of Employees

10

NJ Average: 92
Total Number of Accounts

1,709

NJ Average: 6,978
Average Account Size

$291,573

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Paul Tully Work History

2023 - Present (2 years)

Eagle Wealth Strategies LLC

2022 - Present (3 years)

Ews2

2009 - 2023 (14 years)

Raymond James Financial Services Advisors, Inc

1989 - 2023 (34 years)

Raymond James Financial Services, Inc

1989 - 2023 (34 years)

Eagle Wealth Strategies

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Paul Tully 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

Ryan Miller
Woodbury, NJ
Erin Fago
Woodbury, NJ
David Koehler
Woodbury, NJ
Jessica Ortega
Woodbury, NJ
Christopher Tully
Woodbury, NJ
Melissa Phillips
Woodbury, NJ
Steffanie Lerch
Woodbury, NJ
Paul Tully
Woodbury, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started