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Peter James Merkel

Magis Management, LLC

Milwaukee, WI

CRD 6262229

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Employer firm

Magis Management, LLC CRD 169249

$2.71M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Magis Management, Llc

Milwaukee, WI • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-02-04
WI RA APPROVED 2013-11-01
  • TX RA
    APPROVED_RES
    Since 2014-02-04
  • WI RA
    APPROVED
    Since 2013-11-01

Branch Locations

Milwaukee, WI • 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
Magis Management, Llc Milwaukee WI 06/2013 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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