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David Andrew Foley

COVALENT PARTNERS LLC·WALTHAM, Massachusetts
Series 7, Series 65Clean record4 years registeredCOVALENT PARTNERS LLC
930 WINTER STREET, WALTHAM, MA 02451CRD# 2666649Firm CRD# 140494

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Andrew Foley · WALTHAM, MA
Registration
CRD #2666649 · COVALENT PARTNERS LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

EMA SMA LLC
Sep 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · September 24, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COVALENT PARTNERS LLC
CRD 140494 · SEC 801-66656
AUM
$134M
Regulatory assets under management
Employees
4
4 client accounts
Services offered by COVALENT PARTNERS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at COVALENT PARTNERS LLC →
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05

Frequently Asked Questions

What services does David Andrew Foley offer?
David Andrew Foley specializes in Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.
What are David Andrew Foley's credentials?
David Andrew Foley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Andrew Foley located?
David Andrew Foley is based in WALTHAM, Massachusetts, working with COVALENT PARTNERS LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does David Andrew Foley charge for services?
David Andrew Foley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COVALENT PARTNERS LLC?
COVALENT PARTNERS LLC has approximately 4 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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