Covenant Asset Management, LLC
Covenant Asset Management, LLC (CRD# 108567) is a financial advisory firm headquartered in Chester, NJ. They manage $494,361,326 in 552 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management494MILLION
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Total Number of Accounts552ACCOUNTS
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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
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 Bonita Springs, FL and has 1 year of experience in the finance industry.
Timothy Rowe (CRD# 1487046) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has over 37 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 31 years of experience in the finance industry.
William Cunliffe (CRD# 5238791) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has over 16 years of experience in the finance industry.
David Guarino (CRD# 7852531) is an Investment Advisor Representative working at Covenant Asset Management, LLC in Chester, NJ and has 1 year 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 4 years of experience in the finance industry.