Dexter Morse, financial advisor New York NY

Dexter Morse

CRD Number: 6199644
Current Firm: Covenant Asset Management, LLC

Dexter Morse (CRD# 6199644) is an Investment Advisor Representative working at Covenant Asset Management, LLC in New York, NY and has 1 year of experience in the finance industry. Dexter Morse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Covenant Asset Management Chester, NJ Jan 2013 - Current 9
Morse And Company Cpa's LLC New York, NY Jan 2009 - Current 13

Dexter Morse has no recent exams reported.
Contact Info for Dexter Morse
Phone Number: 908-879-4090
Firm Website: http://www.covasset.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    491
    MILLIONS
  • Total Number of Accounts
    507
    ACCOUNTS
  • Average Account Value
    $968,384
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, NJ, NY, TX

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