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Daniel Patrick Cunningham

ONE DAY IN JULY LLC·BURLINGTON, Vermont
Series 65Clean record10 years registeredONE DAY IN JULY LLC
77 COLLEGE ST. #3A, BURLINGTON, VT 05401CRD# 6676005Firm CRD# 284335

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Patrick Cunningham · BURLINGTON, VT
Registration
CRD #6676005 · ONE DAY IN JULY LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

ONE DAY IN JULY LLC
Aug 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 15, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ONE DAY IN JULY LLC
CRD 284335 · SEC 801-113839
AUM
$798M
Regulatory assets under management
Employees
16
3,148 client accounts
Services offered by ONE DAY IN JULY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ONE DAY IN JULY LLC →
Introduction

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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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Other Advisors at ONE DAY IN JULY LLC

Jayne Ann Bills
BURLINGTON, VT

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