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Eric Thomas Nagel

MAVERICK THOMAS CAPITAL
BOCA RATON, FL
·CRD# 7337063·5 years experience

Professional Summary

Eric Thomas Nagel, who also goes by Eric Nagel, is a registered financial advisor currently at MAVERICK THOMAS CAPITAL located in Boca Raton, Florida. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Eric has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric Nagel

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

MAVERICK THOMAS CAPITAL·CRD# 342921
RIA
1. 433 Plaza Real Suite 275, Boca Raton, FL 334322. 1415 West 22nd Street Tower Floor, Oak Brook, IL 605233. 150 N Michigan, Chicago, IL 60601
July 27, 2026 - Present
ONEAMERICA SECURITIES, INC.·CRD# 4173
RIA
Parkland, FL
March 22, 2021 - August 21, 2026
ONEAMERICA SECURITIES, INC.·CRD# 4173
BD
Lisle, IL
February 26, 2021 - August 21, 2026

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Current Firm

MT
MAVERICK THOMAS CAPITAL

MAVERICK THOMAS CAPITAL | MAVERICK THOMAS CAPITAL LLC

CRD#: 342921
Arizona
Registered Investment Advisory firm - Arizona (9/17/2026 Approved)
California
Registered Investment Advisory firm - California (10/5/2026 Approved)
Colorado
Registered Investment Advisory firm - Colorado (9/16/2026 Approved)
Florida
Registered Investment Advisory firm - Florida (7/27/2026 Approved)
Illinois
Registered Investment Advisory firm - Illinois (7/27/2026 Approved)
Indiana
Registered Investment Advisory firm - Indiana (9/30/2026 Approved)
Iowa
Registered Investment Advisory firm - Iowa (9/18/2026 Approved)
North Carolina
Registered Investment Advisory firm - North Carolina (8/31/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (7/30/2026 Approved)

Contact Information

Main Address

433 Plaza Real Suite 275, Boca Raton, FL 33432

Phone Number

(312) 545-1388

# of Employees

5

Documents

Latest Form ADV
0

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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.

Non-variable insurance sales (fixed life, fixed annuities, health, P&C)

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Arizona
(9/17/2026)
IAR
California
(10/5/2026)
IAR
Colorado
(9/16/2026)
IAR
Florida
(7/27/2026)
IAR
Illinois
(7/27/2026)
IAR
Indiana
(9/30/2026)
IAR
Iowa
(9/18/2026)
IAR
North Carolina
(8/31/2026)
IAR
Texas
(7/30/2026)

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 66 — Uniform Combined State Law Examination

Passed Mar 2021About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Feb 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2021About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Eric Thomas Nagel's CRS (Customer Relationship Summary).

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