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).

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
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 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 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 25 years of experience in the finance industry.

4
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 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
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 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.