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Neil Joseph Finneran

COVALENT PARTNERS LLC·WALTHAM, Massachusetts
Clean recordCOVALENT PARTNERS LLC
930 WINTER STREET, WALTHAM, MA 02451CRD# 4621471Firm CRD# 140494

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Neil Joseph Finneran · WALTHAM, MA
Registration
CRD #4621471 · COVALENT PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Neil Joseph Finneran is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with COVALENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
COVALENT PARTNERS LLC
COVALENT PARTNERS LLC
AUM
$134M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COVALENT PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4621471
Firm CRD# 140494
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Neil Joseph Finneran offer?
Neil Joseph Finneran specializes in Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Neil Joseph Finneran's credentials?
Neil Joseph Finneran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil Joseph Finneran located?
Neil Joseph Finneran is based in WALTHAM, Massachusetts, working with COVALENT PARTNERS LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Neil Joseph Finneran charge for services?
Neil Joseph Finneran'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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Other Advisors at COVALENT PARTNERS LLC

David Andrew Foley
WALTHAM, MA
Brett David Lamonda
CONCORD, MA
Gail Kelly Mattera
CONCORD, MA
William Duncan Benjes
CONCORD, MA

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Research
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