Daniel
Roccato
Quaker Wealth Management LLC
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About this Advisor
Daniel Roccato is a financial advisor based in Moorestown, New Jersey, working with Quaker Wealth Management LLC. Daniel has previously held positions at Vsr Financial Services, Inc, Vsr Advisory Services, Quaker Wealth Management, LLC, Rutgers University, and Wtxf-Tv And Other Fox Affiliates. Daniel has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Daniel is part of Quaker Wealth Management LLC, which operates out of Moorestown, New Jersey. The firm has 8 employees and manages assets totaling $326.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Quaker Wealth Management LLC includes asset-based, hourly, and fixed fees.
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Quaker Wealth Management LLC Brokerage Details
$326,300,000
8
1,039
$314,052
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Roccato Work History
Rutgers University
Wtxf-Tv And Other Fox Affiliates
Quaker Wealth Management, LLC
Vsr Advisory Services
Vsr Financial Services,Inc
Disclosures
Please visit the SEC profile of Daniel Roccato 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 Quaker Wealth Management LLC
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
Moorestown, NJ
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