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Markian Taras Ukrainskyj

Covenant Asset Management, LLC

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About Markian Taras Ukrainskyj

Markian Taras Ukrainskyj is an Investment Advisor Representative at Covenant Asset Management, LLC. Markian Taras Ukrainskyj has been in the industry since April 2013 and holds the Series 66 license. Markian Taras Ukrainskyj is registered with the state of New Jersey and specializes in Financial Planning and Portfolio Management for Individuals.

Firm Information

Markian Ukrainskyj 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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Markian Ukrainskyj’s Registration & Firm History

NJ

06/06/2013 - Present

Covenant Asset Management, LLC (CHESTER NJ)

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Licenses & Designations

BOTH

Issued 12/27/1999

Series 66 - Uniform Combined State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Markian Taras Ukrainskyj.
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