Covenant Asset Management, LLC

Covenant Asset Management, LLC (CRD# 108567) is a financial advisory firm headquartered in Chester, NJ. They manage $212,935,200 in 354 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
125 Maple Avenue, Chester, NJ 07930
http://www.covasset.com
By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $601,512
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ

Financial Advisors at Covenant Asset Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Mark Ukrainskyj, financial advisor Chester NJ
Mark Ukrainskyj
CRD#: 4556276
125 Maple Avenue, Chester, NJ 07930
103
Wealthminder
score

I help professionals and business owners sleep better at night by knowing that their investments are doing what they need to do to achieve their goals.

 

Mark Ukrainskyj (CRD# 4556276) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has over 20 years of experience in the finance industry.

2
Timothy Rowe, financial advisor Chester NJ
Timothy W. Rowe
CRD#: 1487046
125 Maple Avenue, Chester, NJ 07930
93
Wealthminder
score

Timothy Rowe (CRD# 1487046) 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.

3
Donald Weir, financial advisor Chester NJ
Donald D. Weir
CRD#: 1045767
125 Maple Avenue, Chester, NJ 07930
93
Wealthminder
score

Donald Weir (CRD# 1045767) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has over 24 years of experience in the finance industry.

4
Christopher Clark, financial advisor Chester NJ
Christopher R. Clark
CRD#: 1899991
125 Maple Avenue, Chester, NJ 07930
90
Wealthminder
score

Christopher Clark (CRD# 1899991) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has 1 year of experience in the finance industry.

5
John Guarino, financial advisor Chester NJ
John C. Guarino
CRD#: 4369702
125 Maple Avenue, Chester, NJ 07930
90
Wealthminder
score

John Guarino (CRD# 4369702) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has 1 year of experience in the finance industry.

6
Dexter Morse, financial advisor New York NY
Dexter Morse
CRD#: 6199644
505 8th Avenue, Suite 1801, New York, NY 10018
90
Wealthminder
score

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.

7
Daniel Connolly, financial advisor Warren NJ
Daniel J. Connolly
CRD#: 4075390
31 Mountain Blvd., Building P, Warren, NJ 07059
87
Wealthminder
score

Daniel Connolly (CRD# 4075390) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Warren, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals