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).

By the Numbers
  • Total Assets Under Management
    494
    MILLION
  • Total Number of Accounts
    552
    ACCOUNTS
  • Average Account Value
    $895,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NJ, NY, TX

Financial Advisors at Covenant Asset Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Christopher R. Clark
CRD#: 1899991
125 Maple Avenue, Chester, NJ 07930

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.

2
Daniel J. Connolly
CRD#: 4075390
31 Mountain Blvd., Building P, Warren, NJ 07059

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.

3
John C. Guarino
CRD#: 4369702
125 Maple Avenue, Chester, NJ 07930

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.

4
Dexter Morse
CRD#: 6199644
Bonita Springs, FL

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.

5
Timothy W. Rowe
CRD#: 1487046
125 Maple Avenue, Chester, NJ 07930

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.

6
Mark Ukrainskyj
CRD#: 4556276
125 Maple Avenue, Chester, NJ 07930

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.

7
Donald D. Weir
CRD#: 1045767
125 Maple Avenue, Chester, NJ 07930

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.

8
William J. Cunliffe
CRD#: 5238791
125 Maple Avenue, Chester, NJ 07930

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.

9
David J. Guarino
CRD#: 7852531
125 Maple Avenue, Chester, NJ 07930

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.

10
Gabriel P. Rowe
CRD#: 7159664
125 Maple Avenue, Chester, NJ 07930

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.

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