Daniel Evan Cunningham
Investment adviser representative at Mwa Financial Services, Inc.
14 yearsExperience
3 statesRegistered in
$640MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Mwa Financial Services, Inc.Jan 2026 to now
- Modern Woodmen of AmericaJan 2026 to now
- Fidelity InvestmentsAug 2022 to Nov 2025
- Home DepotJun 2021 to Sep 2021
- Amazon Whole FoodsMay 2020 to Aug 2020
- Bridgewater State UniversityAug 2018 to May 2022
- Market BasketJun 2016 to May 2017
- Pearl CafeMay 2015 to Jul 2022
- Millbury Jr./sr. High SchoolAug 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (CT, MA, RI).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
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
- 7614563
- Firm CRD
- 112630