Covenant Asset Management, LLC
Covenant Asset Management, LLC (CRD# 108567) is a financial advisory firm headquartered in Chester, NJ. They manage $490,970,551 in 507 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management491MILLION
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Total Number of Accounts507ACCOUNTS
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Average Account Value$968,384
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, FL, NJ, NY, TX
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.
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.
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.
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.
Timothy Rowe (CRD# 1487046) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has over 35 years of experience in the finance industry.
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.
Donald Weir (CRD# 1045767) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has over 29 years of experience in the finance industry.
Gabriel Rowe (CRD# 7159664) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has over 3 years of experience in the finance industry.