AdvisorOS Directory
Claim Profile
Unclaimed Profile
WC

William J. Cunliffe

COVENANT ASSET MANAGEMENT, LLC·CHESTER, New Jersey
Series 63, Series 65Clean record3 years registeredCOVENANT ASSET MANAGEMENT, LLC
125 MAPLE AVENUE, CHESTER, NJ 07930CRD# 5238791Firm CRD# 108567

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William J. Cunliffe · CHESTER, NJ
Registration
CRD #5238791 · COVENANT ASSET MANAGEMENT, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

COVENANT ASSET MANAGEMENT, LLC
Mar 2023 – present
02

Registrations & Exams

FINRA examinations passed
Series 63
Series 65
Registration record
First registered · March 21, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COVENANT ASSET MANAGEMENT, LLC
CRD 108567 · SEC 801-56296
AUM
$494M
Regulatory assets under management
Employees
11
552 client accounts
Services offered by COVENANT ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COVENANT ASSET MANAGEMENT, LLC →
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHESTER?

Browse all registered financial advisors in CHESTER, New Jersey or claim this profile if it's yours.

Browse CHESTER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William J. Cunliffe offer?
William J. Cunliffe specializes in Financial Planning, Investment Management. Contact their office in CHESTER, New Jersey for a consultation.
What are William J. Cunliffe's credentials?
William J. Cunliffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William J. Cunliffe located?
William J. Cunliffe is based in CHESTER, New Jersey, working with COVENANT ASSET MANAGEMENT, LLC. Their office serves clients in the CHESTER metropolitan area and surrounding communities.
How does William J. Cunliffe charge for services?
William J. Cunliffe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COVENANT ASSET MANAGEMENT, LLC?
COVENANT ASSET MANAGEMENT, LLC has approximately 11 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COVENANT ASSET MANAGEMENT, LLC

John C. Guarino
CHESTER, NJ

More Advisors in CHESTER, New Jersey

Bradford S Gruby
HIGH POINT WEALTH MANAGEMENT, LLC·CHESTER, NJ
Jessica Claire Weaver
WOMEN'S WEALTH ADVISOR·CHESTER, NJ
CFP
John Fernando Vieira
PERSONAL CFO SOLUTIONS LLC·CHESTER, NJ
Bryan Patrick Landadio
PERSONAL CFO SOLUTIONS LLC·CHESTER, NJ
Patrick Augustine Nolan
PERSONAL CFO SOLUTIONS LLC·CHESTER, NJ
Steven Feldstein
STEVEN FELDSTEIN & ASSOCIATES·CHESTER, NJ
CFPChFC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile