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Markian Taras Ukrainskyj

AMERICAN ECONOMIC PLANNING GROUP INC·WARREN, New Jersey
Series 66Clean record22 years registeredAMERICAN ECONOMIC PLANNING GROUP INC
25 INDEPENDENCE BLVD., WARREN, NJ 07059CRD# 4556276Firm CRD# 109859

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Markian Taras Ukrainskyj · WARREN, NJ
Registration
CRD #4556276 · AMERICAN ECONOMIC PLANNING GROUP INC · 22 years registered
Brand Profile
Not yet started
01

Career History

COVENANT ASSET MANAGEMENT, LLC
Jun 2013 – present
AEPG WEALTH STRATEGIES
Dec 2003 – Oct 2012
WATCHUNG, NJ
02

Registrations & Exams

FINRA examinations passed
Series 66
Registration record
First registered · December 17, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERICAN ECONOMIC PLANNING GROUP INC
CRD 109859 · SEC 801-32089
AUM
$913M
Regulatory assets under management
Employees
15
1,704 client accounts
Services offered by AMERICAN ECONOMIC PLANNING GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AMERICAN ECONOMIC PLANNING GROUP INC →
Introduction

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05

Frequently Asked Questions

What services does Markian Taras Ukrainskyj offer?
Markian Taras Ukrainskyj specializes in Financial Planning, Investment Management. Contact their office in WARREN, New Jersey for a consultation.
What are Markian Taras Ukrainskyj's credentials?
Markian Taras Ukrainskyj is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Markian Taras Ukrainskyj located?
Markian Taras Ukrainskyj is based in WARREN, New Jersey, working with AMERICAN ECONOMIC PLANNING GROUP INC. Their office serves clients in the WARREN metropolitan area and surrounding communities.
How does Markian Taras Ukrainskyj charge for services?
Markian Taras Ukrainskyj'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 AMERICAN ECONOMIC PLANNING GROUP INC?
AMERICAN ECONOMIC PLANNING GROUP INC has approximately 15 employees and manages $913M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMERICAN ECONOMIC PLANNING GROUP INC

Michael Alan Seidel
WARREN, NJ
Christopher John Schiffer
WARREN, NJ
Steven Wayne Kaye
WARREN, NJ

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