Inactive

Nicholas William Desantis

Quaker Wealth Management LLC

CRD 7127469

Claim This Profile

Employer firm

Quaker Wealth Management LLC CRD 284546

$449M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Quaker Wealth Management Llc

70 East Main Street, Moorestown, NJ 08057 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2019-06-18

NJ RA
APPROVED

Since 2019-06-18

Branch Locations

70 East Main Street, Moorestown, NJ 08057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wawa Inc.	Medford	NJ	10/2013	12/2018
Quaker Wealth Management	Moorestown	NJ	09/2017	Present
Rowan College Of Burlington County	Pemberton	NJ	09/2015	12/2016
Rutgers University	Newark	NJ	01/2017	12/2018

10/2013 → 12/2018

Wawa Inc.

Medford, NJ
09/2017 → Present

Quaker Wealth Management

Moorestown, NJ
09/2015 → 12/2016

Rowan College Of Burlington County

Pemberton, NJ
01/2017 → 12/2018

Rutgers University

Newark, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-06-07

S65 Uniform Investment Adviser Law Examination

2019-06-07

Designations

Certified Financial Planner
Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.

MML INVESTORS SERVICES, LLC

ADVISORY SERVICES NETWORK

Nearby Investors

SEAN PATRICK MCGOVERN

JOHN DAVID SCOTT

JAMES WESLEY SCOTT

Nearby Offices

OSAIC WEALTH, INC. · MOORESTOWN, NJ

MML INVESTORS SERVICES, LLC · MOORESTOWN, NJ

ADVISORY SERVICES NETWORK · Moorestown, NJ

More in Moorestown, NJ

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor