Radnor Capital Management
47yrs
Top advisor by experience in Wayne
38yrs
Daniel Quinn has worked in the financial industry for 38 years and is a financial advisor based in Wayne, Pennsylvania. Daniel has been with Osaic Wealth since 2014; before that, Daniel spent four years at Osaic Fa and four years at The Wharton Advisory Group. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience38 years (since 1989)
How that compares ?Top 6% by experience nationwide
OfficeWayne, PA
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2014 – nowOsaic Wealth, Inc.Current firm
- 2011 – 2014Osaic Fa, Inc.Previously
- 2006 – 2010The Wharton Advisory Group, LLCPreviously
- 2002 – 2005The Wharton Advisory Group, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Osaic Wealth at 800-821-5100 and ask for Daniel Quinn. Daniel works from the Wayne, PA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1989, about 38 years. Top 6% by experience nationwide.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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