Donald Weir (CRD# 1045767) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has over 31 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Covenant Asset Management | Chester, NJ | May 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
- NJ
-
Total Assets Under Management494MILLIONS
-
Total Number of Accounts552ACCOUNTS
-
Average Account Value$895,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NJ, NY, TX
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