Daniel
Roccato

Quaker Wealth Management LLC

CRD#1616089
Investment Advisor
in Moorestown, NJ

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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.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

70 East Main Street
Moorestown, NJ 08057

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Quaker Wealth Management LLC Brokerage Details

Total Assets Under Management

$326,300,000

NJ Average: $10,121,009,343
Total Number of Employees

8

NJ Average: 92
Total Number of Accounts

1,039

NJ Average: 6,978
Average Account Size

$314,052

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Daniel Roccato Work History

2009 - Present (16 years)

Rutgers University

2009 - Present (16 years)

Wtxf-Tv And Other Fox Affiliates

2006 - Present (19 years)

Quaker Wealth Management, LLC

2007 - 2016 (9 years)

Vsr Advisory Services

2006 - 2016 (10 years)

Vsr Financial Services,Inc

Created with Highcharts 6.0.7

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

Timothy Miller
Moorestown, NJ
Nicholas Desantis
Moorestown, NJ
John Heisler
Moorestown, NJ
Peter News
Moorestown, NJ
Daniel Roccato
Moorestown, NJ
Jennifer Anderson
Moorestown, NJ

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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