Andrew
Wood
Covenant Partners, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Covenant Partners, LLC Brokerage Details
$815,339,766
13
803
$1,015,367
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.*
Covenant Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
U.S. Trust Bank Of America Private Wealth Management
Unemployed - Post Graduation
Robert W. Baird
Northwestern Mutual
Los Rios Country Club
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
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
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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