Quaker Wealth Management LLC

Quaker Wealth Management LLC (CRD# 284546) is a financial advisory firm headquartered in Moorestown, NJ. They manage $326,300,000 in 1,039 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
70 East Main Street, Moorestown, NJ 08057
https://www.linkedin.com/company/quakerwealthmgt/
By the Numbers
  • Total Assets Under Management
    326
    MILLION
  • Total Number of Accounts
    1,039
    ACCOUNTS
  • Average Account Value
    $314,052
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
The map below shows states where this firm has explicit registration only.

FL, NJ, PA, TX

Financial Advisors at Quaker Wealth Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jennifer Anderson, financial advisor Moorestown NJ
Jennifer L. Anderson
CRD#: 6529470
70 East Main Street, Moorestown, NJ 08057

Jennifer Anderson (CRD# 6529470) is an Investment Advisor Representative working at Quaker Wealth Management LLC in Moorestown, NJ and has over 8 years of experience in the finance industry.

2
John Heisler, financial advisor Moorestown NJ
John J. Heisler
CRD#: 4482190
214 West Main Street, Suite L8, Moorestown, NJ 08057

John Heisler (CRD# 4482190) is an Investment Advisor Representative working at Quaker Wealth Management LLC in Moorestown, NJ and has over 12 years of experience in the finance industry.

3
Timothy Miller, financial advisor Moorestown NJ
Timothy H. Miller
CRD#: 6458679
70 East Main Street, Moorestown, NJ 08057

Timothy Miller (CRD# 6458679) is an Investment Advisor Representative working at Quaker Wealth Management LLC in Moorestown, NJ and has over 6 years of experience in the finance industry.

4
Peter News, financial advisor Moorestown NJ
Peter R. News
CRD#: 4585562
214 West Main Street, Suite L8, Moorestown, NJ 08057

Peter News (CRD# 4585562) is an Investment Advisor Representative working at Quaker Wealth Management LLC in Moorestown, NJ and has over 21 years of experience in the finance industry.

5
Daniel Roccato, financial advisor Moorestown NJ
Daniel R. Roccato
CRD#: 1616089
70 East Main Street, Moorestown, NJ 08057

Daniel Roccato (CRD# 1616089) is an Investment Advisor Representative working at Quaker Wealth Management LLC in Moorestown, NJ and has over 19 years of experience in the finance industry.

6
Nicholas Desantis, financial advisor Moorestown NJ
Nicholas W. Desantis
CRD#: 7127469
70 East Main Street, Moorestown, NJ 08057

Nicholas Desantis (CRD# 7127469) is an Investment Advisor Representative working at Quaker Wealth Management LLC in Moorestown, NJ and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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