Christopher
Clark

Covenant Asset Management, LLC

CRD#1899991
Investment Advisor
in Chester, NJ

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About this Advisor

Christopher Clark is a chartered financial analyst working out of Chester, New Jersey with 11 years of relevant experience. Clark is an employee of Covenant Asset Management, LLC. They have spent their complete time as a financial advisor at Covenant Asset Management, Llc. Clark can work in New Jersey. Covenant Asset Management, LLC is a financial advisory firm operating out of Chester, NJ. It administers $417 million in assets between its 534 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 534 customer accounts, 62% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically are based on which service is offered. Fees charged by Covenant Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

125 Maple Avenue
Chester, NJ 07930

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Covenant Asset Management, LLC Brokerage Details

Total Assets Under Management

$416,569,460

NJ Average: $10,121,009,343
Total Number of Employees

11

NJ Average: 92
Total Number of Accounts

534

NJ Average: 6,978
Average Account Size

$780,093

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Christopher Clark Work History

Christopher has been registered as a financial advisor for 11 years.*

1999 - Present (25 years)

Covenant Asset Management, 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 Christopher Clark 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

Markian Ukrainskyj
Chester, NJ
Gabriel Rowe
Chester, NJ
Donald Weir
Chester, NJ
Dexter Morse
Bonita Springs, FL
William Cunliffe
Chester, NJ
Christopher Clark
Chester, NJ
Timothy Rowe
Chester, NJ
John Guarino
Chester, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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