Peter J. Nagle
Professional summary
Peter John Nagle, who also goes by Peter Nagle, is a registered financial advisor currently at THOUGHTFUL WEALTH ADVISORY LLC located in Abiquiu, New Mexico.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Peter has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 52, Series 62, Series 22, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter John Nagle's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 5, 2026 - Present
THOUGHTFUL WEALTH ADVISORY LLC
January 8, 2016 - April 4, 2017
MERCER GLOBAL ADVISORS INC.
December 6, 2010 - December 31, 2015
SPRUCE HILL CAPITAL, LLC
June 30, 2000 - November 8, 2010
COMMONWEALTH FINANCIAL NETWORK
September 17, 1987 - March 19, 2004
FAIRFIELD FINANCIAL GROUP, INC.
July 26, 1986 - November 8, 2010
COMMONWEALTH FINANCIAL NETWORK
December 26, 1980 - July 28, 1986
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/5/2026)
Exams
Series 62
Date: 8/8/2002
Corporate Securities Limited Representative ExaminationCurrent Firm
THOUGHTFUL WEALTH ADVISORY LLC
CRD#: 340039 / SEC#:
Contact information
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