Peter
Thomann

Brave Eagle Wealth Management

CRD#4932772
Investment Advisor
in New York, NY

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About this Advisor

Peter Thomann is a financial advisor based in New York, New York, working with Brave Eagle Wealth Management. Peter has previously held positions at Thomann Tax, Inc and Brave Eagle Wealth Management, LLC. Peter is registered to provide services in New York. Currently, Peter is part of Brave Eagle Wealth Management, which operates out of New York, New York. The firm has 2 employees and manages assets totaling $52.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Brave Eagle Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

48 Wall Street Suite 1100
New York, NY 10005

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Brave Eagle Wealth Management Brokerage Details

Total Assets Under Management

$52,000,000

NY Average: $7,464,549,021
Total Number of Employees

2

NY Average: 88
Total Number of Accounts

74

NY Average: 3,892
Average Account Size

$702,703

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Peter Thomann Work History

2021 - Present (3 years)

Brave Eagle Wealth Management, LLC

2005 - Present (19 years)

Thomann Tax, Inc

Disclosures

Please visit the SEC profile of Peter Thomann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brave Eagle Wealth Management

Peter Thomann
New York, NY
Robert Ruggirello
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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