Daniel Roccato
Quaker Wealth Management · Moorestown, New Jersey
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.
Request an introduction to Daniel →
Specialties
Facts
| Firm | Quaker Wealth Management |
|---|---|
| Based in | Moorestown, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $449.3M across 1,295 accounts |
| SEC registration | Investment adviser representative in NJ, TX · CRD 1616089 |
| Exams passed | Series 66 (2005) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.quakerwm.com |
How Daniel's firm compares
- Quaker Wealth Management's average account is about $347,000, from its Form ADV (assets managed divided by 1,295 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Moorestown
Other advisors in New Jersey who focus on estate & legacy planning
Where this information comes from
- SEC adviser records : 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
- Quaker Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.