Daniel
Connolly
Covenant Asset Management, LLC
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About this Advisor
Daniel Connolly is a financial advisor based in Warren, New Jersey, working with Covenant Asset Management, LLC. Daniel has previously held positions at Pagano, Connolly & Co, Guardian Life Insurance Company, Park Avenue Securities, and Covenant Asset Management. Daniel is registered to provide services in New Jersey. Currently, Daniel is part of Covenant Asset Management, LLC, which operates out of Warren, New Jersey. The firm has 11 employees and manages assets totaling $494.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Covenant Asset Management, LLC includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Covenant Asset Management, LLC Brokerage Details
$494,361,326
11
552
$895,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Connolly Work History
Covenant Asset Management
Park Avenue Securities
Guardian Life Insurance Company
Pagano, Connolly & Co
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
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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