Covestor Ltd

Covestor Ltd (CRD# 145694) is a financial advisory firm headquartered in London, . They manage $12,773,615 in 238 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $53,671
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SD, TN, TX, VA, WA

Financial Advisors at Covestor Ltd
Showing 1 - 4 of 4 top financial advisors.
1
John R. Dahlstrom
CRD#: 5048829
175 Federal Street, Suite 825, Boston, MA 02110
93
Wealthminder
score

John Dahlstrom (CRD# 5048829) is an Investment Advisor Representative working at Covestor Ltd in Boston, MA and has over 7 years of experience in the finance industry.

2
Alexander D. Macandrew
CRD#: 6022938
1 Duchess Street, London, W1W 6
90
Wealthminder
score

Alexander Macandrew (CRD# 6022938) is an Investment Advisor Representative working at Covestor Ltd in London, and has 1 year of experience in the finance industry.

3
Joseph P. Sullivan
CRD#: 5701683
175 Federal St, Suite 825, Boston, MA 02110
90
Wealthminder
score

Joseph Sullivan (CRD# 5701683) is an Investment Advisor Representative working at Covestor Ltd in Boston, MA and has over 6 years of experience in the finance industry.

4
Sanjoy Ghosh
CRD#: 6230385
175 Federal Street, Suite 825, Boston, MA 02110
88
Wealthminder
score

Sanjoy Ghosh (CRD# 6230385) is an Investment Advisor Representative working at Covestor Ltd in Boston, MA and has over 3 years of experience in the finance industry.

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