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Peter G Thomann

Brave Eagle Wealth Management

New York, NY

CRD 4932772

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Employer firm

Brave Eagle Wealth Management CRD 283307

$101M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Brave Eagle Wealth Management

48 Wall Street Suite 1100, New York, NY 10005 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-10
  • NY RA
    APPROVED
    Since 2021-09-10

Branch Locations

48 Wall Street Suite 1100, New York, NY 10005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thomann Tax, Inc. Staten Island NY 11/2005 Present
Brave Eagle Wealth Management, Llc New York NY 10/2021 Present
  • 11/2005 → Present
    Thomann Tax, Inc.
    Staten Island, NY
  • 10/2021 → Present
    Brave Eagle Wealth Management, Llc
    New York, NY
Other Businesses

Name of other business is Thomann Tax, Inc. The business is not investment related. The address of the business is 1688 Victory Blvd Staten Island, NY 10314. Nature of the business is tax preparation. I am the President-owner of Thomann Tax, Inc. Start date of business is 11/2005. Approximately 80 hours per month are devoted to Thomann Tax. 80 hours per month during securities trading hours. Thomann Tax, Inc. provides tax preparation for individuals.

Designations
  • Certified Financial Planner
Other Names
  • Peter Thomann

View on SEC IAPD

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