Peter John 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Peter Nagle
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
THOUGHTFUL WEALTH ADVISORY LLC
Contact Information
Main Address
Abiquiu, NMMailing Address
Po Box 1321, Abiquiu, NM 87510-1321Phone Number
(505) 423-5378# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(2/5/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Aug 2002Series 22 — Direct Participation Programs Representative Examination
Passed Jul 1983About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1980About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Nov 1989About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Peter John Nagle's CRS (Customer Relationship Summary).
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