Nicholas William Desantis
Investment adviser representative at Quaker Wealth Management LLC
13 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$449.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Quaker Wealth Management LLCSep 2017 to now
- Rutgers UniversityJan 2017 to Dec 2018
- Rowan College of Burlington CountySep 2015 to Dec 2016
- Wawa Inc.Oct 2013 to Dec 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Quaker Wealth Management LLC
$449.3MAssets managed
455Clients
5Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7127469
- Firm CRD
- 284546