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Daniel Jude Connolly

Covenant Asset Management, LLC

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About Daniel Jude Connolly

Daniel Connolly is a registered Investment Advisor Representative with Covenant Asset Management, LLC. Daniel is a financial professional with over 20 years of experience in the financial services industry. Daniel has held previous positions with Park Avenue Securities LLC, United Planners' Financial Services of America, and Wachovia Securities Financial Network, Inc. He is a graduate of the University of [University name] with a degree in [Degree name]. He is a licensed Series 7 and Series 6 representative. Daniel is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Daniel Connolly is currently registered with Covenant Asset Management, LLC. Covenant Asset Management, LLC is a Chester, NJ-based investment advisor registered with the SEC. The firm has approximately $494 million in regulatory assets under management. Covenant Asset Management provides financial planning and portfolio management for individuals, families, and institutions. The firm also manages charitable organizations and pension and profit-sharing plans.
Covenant Asset Management, LLC

125 MAPLE AVENUE

CHESTER, NJ 07930

$494.36M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Connolly’s Registration & Firm History

NJ

10/16/2013 - Present

Covenant Asset Management, LLC (WARREN NJ)

NY

02/20/2009 - 07/24/2013

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NJ

04/23/2003 - 01/23/2009

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WARREN NJ)

MO

02/26/2001 - 01/30/2003

WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)

CA

01/02/2000 - 02/02/2001

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 08/13/2004

Series 7 - General Securities Representative Examination

BC

Issued 12/27/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Jude Connolly.
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