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Daniel Patrick Cunningham

ONE DAY IN JULY LLC·BURLINGTON, Vermont
Unclaimed Profile
77 COLLEGE ST. #3A, BURLINGTON, VT 05401CRD# 6676005Firm CRD# 284335
01

About

Daniel Patrick Cunningham is a registered financial advisor based in BURLINGTON, Vermont, affiliated with ONE DAY IN JULY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ONE DAY IN JULY LLC
ONE DAY IN JULY LLC
AUM
$798M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at ONE DAY IN JULY LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6676005
Firm CRD# 284335
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Patrick Cunningham offer?
Daniel Patrick Cunningham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BURLINGTON, Vermont for a consultation.
What are Daniel Patrick Cunningham's credentials?
Daniel Patrick Cunningham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Patrick Cunningham located?
Daniel Patrick Cunningham is based in BURLINGTON, Vermont, working with ONE DAY IN JULY LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does Daniel Patrick Cunningham charge for services?
Daniel Patrick Cunningham's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONE DAY IN JULY LLC?
ONE DAY IN JULY LLC has approximately 16 employees and manages $798M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Vermont
MONTPELIER (49)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
MONTPELIER GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
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