Wells Fargo Advisors
44yrs
Top advisor by experience in Burlington
10yrs
Daniel Cunningham
Full name on record: Daniel Patrick Cunningham
Financial advisor at One DAY in July
Daniel Cunningham has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Burlington, Vermont. Daniel has been with One DAY in July since 2016. One DAY in July offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 120 advisors with offices in Burlington, and one of 112 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?Top 14% by experience at One DAY in July
Office77 College St. #3a, Burlington, VT 05401
FirmOne DAY in July
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$983,464
Advisors at the firm14
States licensed ?1 state
Services through One DAY in July
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsEducational seminars and workshopsOther services
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 65Uniform Investment Adviser Law Examination
Career
- 2016 – nowOne DAY in July LLCCurrent firm
Contact Daniel
(802) 503-8280One DAY in July main office 77 College St. #3aBurlington, VT 05401Office · Get directions Instagram pageOne DAY in July
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 One DAY in July at (802) 503-8280 and ask for Daniel Cunningham. Daniel works from the Burlington, VT office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2016, about 10 years. Top 14% by experience at One DAY in July.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
One DAY in July reports being paid by a percentage of the assets they manage, 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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