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Cove Private Wealth, LLC CRD 316866
$455M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
44 Yellow Cote Rd., Oyster Bay, NY 11771 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | New York | NY | 08/2020 | 10/2024 |
| Deutsche Bank Trust Company Americas (Affiliate Of Dbsi) | New York | NY | 06/2020 | 10/2024 |
| Bank Of America | New York | NY | 01/2010 | 06/2020 |
| Cove Private Wealth, Llc | Oyster Bay | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-03 |
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