Peter John Nagle

Employer firm

Thoughtful Wealth Advisory LLC CRD 340039

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 04/2017
  Mercer Global Advisors Inc
  Guilford, CT
• 12/2025 → Present
  Thoughtful Wealth Advisory Llc
  Abiquiu, NM
• 12/2025 → 06/2026
  College Funding Solutions, Inc.
  Abiquiu, NM
• 01/2024 → Present
  Thoughtful Income Advisory, Llc
  Abiquiu, NM
• 01/2015 → Present
  Soulwork Spiritual Direction
  Abiquiu, NM

Previous Registrations

• 2016-01-08 → 2017-04-04
  Mercer Global Advisors Inc.
  Guilford, CT
• 2010-12-06 → 2015-12-31
  Spruce Hill Capital, Llc
  Guilford, CT
• 2000-06-30 → 2010-11-08
  Commonwealth Financial Network
  Milford, CT
  Milford, CT
• 1987-09-17 → 2004-03-19
  Fairfield Financial Group, Inc.
  Fairfield, CT

Other Businesses

1. Soulwork Spiritual Direction; not investment related; Abiquiu, NM; Mr. Nagle provides spiritual guidance through this ministry; start: 01/2015; owner; 5 hours per month 0 during securities trading 2. Thoughtful Income Advisory LLC (Insurance Services); investment related; Abiquiu, NM; Mr. Nagle is a licensed insurance agent and spends approximately 30% of his time offering insurance products; start: 01/2024; Advisor; 37 hours per month 15 during securities trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-16
• S63 Uniform Securities Agent State Law Examination
  1984-01-12

Other Names

• Peter Nagle