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Jeffrey Robert Coviello

COVE KEY MANAGEMENT LP·HOUSTON, Texas
Unclaimed Profile
5847 SAN FELIPE STREET, HOUSTON, TX 77057CRD# 3263545Firm CRD# 285856
01

About

Jeffrey Robert Coviello is a registered financial advisor based in HOUSTON, Texas, affiliated with COVE KEY MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
COVE KEY MANAGEMENT LP
COVE KEY MANAGEMENT LP
AUM
$98M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at COVE KEY MANAGEMENT LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: PASSING THROUGH CERTAIN INVESTMENT MANAGER EXPENSES
Regulatory
SEC/IARD CRD# 3263545
Firm CRD# 285856
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Robert Coviello offer?
Jeffrey Robert Coviello specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Jeffrey Robert Coviello's credentials?
Jeffrey Robert Coviello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Robert Coviello located?
Jeffrey Robert Coviello is based in HOUSTON, Texas, working with COVE KEY MANAGEMENT LP. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Jeffrey Robert Coviello charge for services?
Jeffrey Robert Coviello's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: passing through certain investment manager expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COVE KEY MANAGEMENT LP?
COVE KEY MANAGEMENT LP has approximately 2 employees and manages $98M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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