Quaker Wealth Management LLC

Quaker Wealth Management LLC (CRD# 284546) is a financial advisory firm headquartered in Moorestown, NJ. They manage $101,821,000 in 372 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $273,712
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Quaker Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel R. Roccato
CRD#: 1616089
101 W Main St., Moorestown, NJ 08057
93
Wealthminder
score

Daniel Roccato (CRD# 1616089) is an Investment Advisor Representative working at Quaker Wealth Management LLC in Moorestown, NJ and has over 13 years of experience in the finance industry.

2
Jennifer L. Anderson
CRD#: 6529470
101 W Main St., Moorestown, NJ 08057
89
Wealthminder
score

Jennifer Anderson (CRD# 6529470) is an Investment Advisor Representative working at Quaker Wealth Management LLC in Moorestown, NJ and has over 2 years of experience in the finance industry.

3
Angela M. Aston
CRD#: 6444785
101 W Main St., Moorestown, NJ 08057
87
Wealthminder
score

Angela Aston (CRD# 6444785) is an Investment Advisor Representative working at Quaker Wealth Management LLC in Moorestown, NJ and has 1 year of experience in the finance industry.

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