Quaker Wealth Management LLC
Legal Name: QUAKER WEALTH MANAGEMENT LLC
Other Info
Quaker Wealth Management LLC, a New Jersey Limited Liability Company, employs a team of 7, with 5 individuals working in advisory roles. At present, the information regarding the number of clients served by the firm is unknown. As of July 15, 2016, the firm's SEC status is listed as Approved, providing assurance of the company's adherence to regulatory requirements and standards.
Financial Planning - Quaker Wealth Management
What do you want your life to look like? Life is busy enough... Let us be the experts to build that vision, while you concentrate on the things most important to you. Our team of Certified Financial Planners TM are experienced in just that--turning your vision into reality.
Financial Planning - Quaker Wealth Management
What do you want your life to look like? Life is busy enough... Let us be the experts to build that vision, while you concentrate on the things most important to you. Our team of Certified Financial Planners TM are experienced in just that--turning your vision into reality.
Direct Owners
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DANIEL RICHARD ROCCATO
MANAGING MEMBER/CCO owns 75% or more