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Donald David Weir

Covenant Asset Management, LLC

Chester, NJ

CRD 1045767

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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
NJ RA APPROVED 2012-11-30
  • NJ RA
    APPROVED
    Since 2012-11-30

Branch Locations

125 Maple Avenue, Chester, NJ 07930 • 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
Covenant Asset Management Chester NJ 05/2010 Present
  • 05/2010 → Present
    Covenant Asset Management
    Chester, NJ
Previous Registrations
  • 2003-05-20 → 2005-05-03
    Merrill Lynch Investment Managers Lp
    Plainsboro, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-08
S63 Uniform Securities Agent State Law Examination 1992-08-19
  • S65 Uniform Investment Adviser Law Examination
    1996-07-08
  • S63 Uniform Securities Agent State Law Examination
    1992-08-19
Other Names
  • Donald David Jr Weir

View on SEC IAPD

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MML INVESTORS SERVICES, LLC · Chester, NJ
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