Daniel
Cunningham
One Day In July LLC
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About this Advisor
Daniel Cunningham is a financial advisor based out of Burlington, Vermont with 7 years of industry experience. Cunningham currently works for One Day In July LLC. The advisor has gained experience at Juniko Inc, Captain Duck LLC, One Day In July LLC and Dans LLC. Cunningham maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Vermont. One Day In July LLC is a financial advisory firm operating out of Burlington, VT. It has offices in three locations and a total of 18 advisors. It controls $588 million in assets among its 2,525 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides services to 10 charities and foundations. Of its 2,525 client accounts, 25% are held by high-net-worth clients who have greater than $1 million in assets available to invest. One Day In July LLC performs a broad range of services, including 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. Financial management fees largely vary depending on the financial services offered. Fee types charged by One Day In July LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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One Day In July LLC Brokerage Details
$587,450,438
18
2,525
$232,654
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
Daniel has been registered as a financial advisor for 7 years.*
One Day In July LLC
Captain Duck LLC
Dans LLC
Juniko Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Shelburne, VT
Burlington, VT
Burlington, VT
Essex, CT
Burlington, VT
Shaftsbury, VT
Shelburne, VT
The content in this profile was updated by SmartAsset on 4/16/2023. 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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