Daniel
Connolly
Covenant Asset Management, LLC
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About this Advisor
Daniel Connolly is a financial advisor working in Warren, New Jersey who has 10 years of industry experience. Connolly works at Covenant Asset Management, LLC. The advisor has gained experience at Pagano, Connolly & Co, Guardian Life Insurance Company, Park Avenue Securities and Covenant Asset Management. Connolly is registered to operate in New Jersey. Covenant Asset Management, LLC is a business that has its headquarters in Chester, NJ. It controls $417 million in assets among its 534 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 534 customer accounts, 62% are held by high-net-worth clients who have greater than $1 million in investable assets. The business offers a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fee types charged by Covenant Asset Management, LLC typically consist of asset-based fees.
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
Daniel Connolly Work History
Daniel has been registered as a financial advisor for 10 years.*
Covenant Asset Management
Park Avenue Securities
Guardian Life Insurance Company
Pagano, Connolly & Co
*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 Daniel Connolly 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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