Brave Eagle Wealth Management

Brave Eagle Wealth Management (CRD# 283307) is a financial advisory firm headquartered in New York, NY. They manage $42,000,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $646,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Brave Eagle Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Robert Ruggirello
CRD#: 2874041
48 Wall Street, Suite 1100, New York, NY 10005

Robert Ruggirello (CRD# 2874041) is an Investment Advisor Representative working at Brave Eagle Wealth Management in New York, NY and has 1 year of experience in the finance industry.

2
Peter G. Thomann
CRD#: 4932772
48 Wall Street, Suite 1100, New York, NY 10005

Peter Thomann (CRD# 4932772) is an Investment Advisor Representative working at Brave Eagle Wealth Management in New York, NY and has 1 year of experience in the finance industry. Peter Thomann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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