Nicholas DeSantis
Quaker Wealth Management · Moorestown, New Jersey
Nicholas DeSantis is a fee-only financial advisor at Quaker Wealth Management in Moorestown, New Jersey, who holds the CFP and CFA credentials. Nicholas focuses on estate & legacy planning. Quaker Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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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 |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NJ · CRD 7127469 |
| Exams passed | Series 65 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.quakerwm.com |
How Nicholas's firm compares
- Quaker Wealth Management's average account is about $347,000, from its Form ADV (assets managed divided by 1,295 accounts).
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Questions about Nicholas
Is Nicholas DeSantis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas 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 Nicholas charge for financial advice?
Nicholas's firm, Quaker Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicholas DeSantis based?
Nicholas DeSantis is based in Moorestown, New Jersey.
What does Nicholas specialize in?
Nicholas's specialties include estate & legacy planning.
What credentials does Nicholas DeSantis hold?
Nicholas DeSantis holds the CFP and CFA credentials.
Is Nicholas DeSantis registered with the SEC?
Yes. Nicholas DeSantis is registered as an investment adviser representative in NJ (CRD 7127469), 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 Nicholas DeSantis?
Through Nicholas'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.
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