# Daniel Roccato

> Daniel Roccato is a fee-only financial advisor at Quaker Wealth Management in Moorestown, New Jersey. Daniel focuses on estate & legacy planning. Quaker Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-roccato/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Quaker Wealth Management
- **Based in:** Moorestown, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $449.3M across 1,295 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 1616089 (https://adviserinfo.sec.gov/individual/summary/1616089)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 66 (2005)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.quakerwm.com/

## Frequently asked questions

### Is Daniel Roccato a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Quaker Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Quaker Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Daniel Roccato based?

Daniel Roccato is based in Moorestown, New Jersey.

### What does Daniel specialize in?

Daniel's specialties include estate & legacy planning.

### Is Daniel Roccato registered with the SEC?

Yes. Daniel Roccato is registered as an investment adviser representative in NJ and TX (CRD 1616089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Quaker Wealth Management manage?

Quaker Wealth Management reports $449.3M across 1,295 accounts in assets under management.

### How do I contact Daniel Roccato?

Through Daniel's website, www.quakerwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1616089): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://quakerwm.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.