Andrew
Wood

Covenant Partners, LLC

CRD#6210366
Investment Advisor
in Nashville, TN

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About this Advisor

Andrew Wood is a chartered financial analyst working out of Nashville, Tennessee, with 1 year of relevant experience. Wood is an advisor for Covenant Partners, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, U.S. Trust Bank Of America Private Wealth Management, Robert W. Baird, Northwestern Mutual, Los Rios Country Club, University Of Texas - Dallas, Unemployed - Post Graduation, Bank Of America N.A and Covenant Partners, LLC. Wood maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Tennessee. Covenant Partners, LLC is a financial advisory firm based out of Nashville, TN. It controls $815 million in assets under management among its 803 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 803 client accounts, 70% are associated with high-net-worth investors who have at least $1 million in assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules usually depend on which service is provided. However, fee types charged by Covenant Partners, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3811 Bedford Avenue Suite 201
Nashville, TN 37215

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Covenant Partners, LLC Brokerage Details

Total Assets Under Management

$815,339,766

TN Average: $730,596,643
Total Number of Employees

13

TN Average: 15
Total Number of Accounts

803

TN Average: 968
Average Account Size

$1,015,367

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Andrew Wood Work History

Andrew has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Covenant Partners, LLC

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America N.A

2015 - 2018 (3 years)

U.S. Trust Bank Of America Private Wealth Management

2015 - 2015 (< 1 year)

Unemployed - Post Graduation

2014 - 2014 (< 1 year)

Robert W. Baird

2013 - 2013 (< 1 year)

Northwestern Mutual

2012 - 2015 (3 years)

Los Rios Country Club

2011 - 2015 (4 years)

University Of Texas - Dallas

*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 Andrew Wood 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 Partners, LLC

Samuel Martin
Nashville, TN
Andrew Wood
Nashville, TN
Jennifer Anderson
Nashville, TN
John Link
Nashville, TN
Todd Glisson
Nashville, TN

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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