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Dexter Morse

Covenant Asset Management, LLC

Bonita Springs, FL

CRD 6199644

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Employer firm

Covenant Asset Management, LLC CRD 108567

$693M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Covenant Asset Management, Llc

125 Maple Avenue, Chester, NJ 07930 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-07
NJ RA APPROVED 2025-05-07
  • FL RA
    APPROVED
    Since 2025-05-07
  • NJ RA
    APPROVED
    Since 2025-05-07

Branch Locations

Bonita Springs, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morse And Company Cpa'S Llc New York NY 01/2009 09/2022
Covenant Asset Management Chester NJ 01/2013 Present
Morse And Company Cpa'S Llc Bonita Springs FL 10/2022 Present
  • 01/2009 → 09/2022
    Morse And Company Cpa'S Llc
    New York, NY
  • 01/2013 → Present
    Covenant Asset Management
    Chester, NJ
  • 10/2022 → Present
    Morse And Company Cpa'S Llc
    Bonita Springs, FL
Other Businesses

TAX PREPARATION AND ACCOUNTING. 28445 HIGHGATE DRIVE, BONITA SPRINGS, FL USA 34135

Designations
  • Certified Financial Planner

View on SEC IAPD

More in Bonita Springs, FL

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