Daniel Patrick Cunningham
Professional Summary
Daniel Patrick Cunningham, who also goes by Daniel P Cunningham, is a registered financial advisor currently at CUNNINGHAM WEALTH MANAGEMENT located in Mooresville, North Carolina. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Daniel has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel P Cunningham
Similar Advisors
VANGUARD ADVISERS, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
VANGUARD ADVISERS, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
VANGUARD ADVISERS, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
VANGUARD ADVISERS, INC.
Years of Experience
7 years in the financial services industry
Current & Past Employments
Similar Advisors
VANGUARD ADVISERS, INC.
Current Firm
CUNNINGHAM WEALTH MANAGEMENT | CUNNINGHAM WEALTH MANAGEMENT LLC
Contact Information
Main Address
60 Eagle Valley Court, Broadview Heights, OH 44147Phone Number
(440) 717-1350# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
339AUM (Assets Under Management)
$94,222,888Similar Advisors
VANGUARD ADVISERS, INC.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
VANGUARD ADVISERS, INC.
State Registrations and Notice Filings
(3/26/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
VANGUARD ADVISERS, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Patrick Cunningham's CRS (Customer Relationship Summary).
Similar Advisors
VANGUARD ADVISERS, INC.
