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Daniel Richard Roccato

Quaker Wealth Management LLC

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About Daniel Richard Roccato

Daniel Roccato is a financial advisor at Quaker Wealth Management LLC in Moorestown, NJ. Daniel is a registered investment advisor (RIA) in both New Jersey and Texas. Daniel has been in the financial services industry since 2005 and has a Series 66, Series 24 and Series 7 license. Daniel has worked for both Merrill Lynch and VSR Financial Services. Daniel is a financial expert and contributes to television news programs as a financial expert.

Firm Information

Daniel Roccato is currently registered with Quaker Wealth Management LLC. Quaker Wealth Management LLC is an independent wealth management firm based in Moorestown, New Jersey. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $326.3 million in assets and have a team of 6 investment adviser representatives and 2 licensed agents.
Quaker Wealth Management LLC

70 EAST MAIN STREET

MOORESTOWN, NJ 08057

$326.30M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Roccato’s Registration & Firm History

NJ

04/18/2018 - Present

Quaker Wealth Management LLC (MOORESTOWN NJ)

NJ

05/15/2006 - 08/01/2016

VSR FINANCIAL SERVICES, INC. (MOORESTOWN NJ)

NY

01/01/2005 - 02/24/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/07/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2005

Series 24 - General Securities Principal Examination

BC

Issued 08/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Richard Roccato.
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