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Donald David Weir

Covenant Asset Management, LLC

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About Donald David Weir

Donald David Weir is an investment advisor representative with Covenant Asset Management, LLC, a firm registered with the state of New Jersey. Donald Weir has been in the industry since 1982. Donald Weir has passed the Series 7, Series 52, Series 63, and Series 65 exams. Donald Weir has previous experience with firms such as FAM Distributors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, R.J. Walls & Co., Inc., and Pruco Securities Corporation. Donald Weir has specialized in portfolio management for individuals and financial planning.

Firm Information

Donald Weir 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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Donald Weir’s Registration & Firm History

NJ

11/30/2012 - Present

Covenant Asset Management, LLC (CHESTER NJ)

NY

05/20/2003 - 05/03/2005

FAM DISTRIBUTORS, INC. (NEW YORK NY)

NY

04/10/1995 - 05/20/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

08/06/1992 - 06/15/1994

R.J. WALLS & CO., INC. (SKILLMAN NJ)

NJ

07/27/1982 - 04/07/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 07/08/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/1992

Series 7 - General Securities Representative Examination

BC

Issued 07/23/1982

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald David Weir.
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