Daniel
Cunningham
One Day In July LLC
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About this Advisor
Daniel Cunningham is a financial advisor based in Burlington, Vermont, working with One Day In July LLC. Daniel has previously held positions at Juniko Inc, Captain Duck LLC, One Day In July LLC, and Dans LLC. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Vermont. Currently, Daniel is part of One Day In July LLC, which operates out of Burlington, Vermont. The firm has 4 offices and 16 employees. The firm manages assets totaling $797.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at One Day In July LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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One Day In July LLC Brokerage Details
$797,669,157
16
3,148
$253,389
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Daniel Cunningham Work History
One Day In July LLC
Captain Duck LLC
Dans LLC
Juniko Inc
Disclosures
Please visit the SEC profile of Daniel Cunningham 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 One Day In July LLC
Burlington, VT
Burlington, VT
Burlington, VT
Burlington, VT
Vergennes, VT
Burlington, VT
Burlington, VT
Rochester, VT
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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