Dexter
Morse
Covenant Asset Management, LLC
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About this Advisor
Dexter Morse is a certified financial planner based in Bonita Springs, Florida, who has 10 years of relevant experience. Morse works at Covenant Asset Management, LLC. Over the course of their career, Morse has held roles at Morse And Company Cpa'S LLC and Covenant Asset Management. Morse is approved to serve investors in Florida and New Jersey. Covenant Asset Management, LLC is an advisory company that has its headquarters in Chester, NJ. It has $417 million in total assets between its 534 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm provides financial advice to seven charities and foundations. Of its 534 accounts, 62% belong to high-net-worth investors who have more than $1 million in assets available to invest. Covenant Asset Management, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on the services offered. However, fees charged by Covenant Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Covenant Asset Management, LLC Brokerage Details
$416,569,460
11
534
$780,093
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dexter Morse Work History
Dexter has been registered as a financial advisor for 10 years.*
Morse And Company Cpa'S LLC
Covenant Asset Management
Morse And Company Cpa'S LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dexter Morse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Covenant Asset Management, LLC
Chester, NJ
Chester, NJ
Chester, NJ
Bonita Springs, FL
Chester, NJ
Chester, NJ
Chester, NJ
Chester, NJ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
