Unclaimed Profile

Peter John Nagle

SPRUCE HILL CAPITAL, LLC·GUILFORD, Connecticut

SIE, Series 6, Series 22, Series 26, Series 52, Series 62, Series 63, Series 65Clean record38 years registeredSPRUCE HILL CAPITAL, LLC

2614 BOSTON POST ROAD, GUILFORD, CT 06437CRD# 721411Firm CRD# 155402

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter John Nagle · GUILFORD, CT

Registration

CRD #721411 · SPRUCE HILL CAPITAL, LLC · 38 years registered

Brand Profile

Not yet started

Career History

THOUGHTFUL WEALTH ADVISORY LLC

Feb 2026 – present

MERCER GLOBAL ADVISORS INC.

Jan 2016 – Apr 2017

Guilford, CT

SPRUCE HILL CAPITAL, LLC

Dec 2010 – Dec 2015

GUILFORD, CT

COMMONWEALTH FINANCIAL NETWORK

Jun 2000 – Nov 2010

MILFORD, CT

FAIRFIELD FINANCIAL GROUP, INC.

Sep 1987 – Mar 2004

FAIRFIELD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 26

Series 52

Series 62

Series 63

Series 65

Registration record

First registered · September 17, 1987

Years registered · 38

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPRUCE HILL CAPITAL, LLC

CRD 155402 · SEC 801-71931

AUM

$110M

Regulatory assets under management

Employees

522 client accounts

Services offered by SPRUCE HILL CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPRUCE HILL CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Peter John Nagle offer?

Peter John Nagle specializes in Financial Planning, Investment Management. Contact their office in GUILFORD, Connecticut for a consultation.

What are Peter John Nagle's credentials?

Peter John Nagle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter John Nagle located?

Peter John Nagle is based in GUILFORD, Connecticut, working with SPRUCE HILL CAPITAL, LLC. Their office serves clients in the GUILFORD metropolitan area and surrounding communities.

How does Peter John Nagle charge for services?

Peter John Nagle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPRUCE HILL CAPITAL, LLC?

SPRUCE HILL CAPITAL, LLC has approximately 5 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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