Donald D. Weir

COVENANT ASSET MANAGEMENT

Chester, NJ 07930

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CRD#: 1045767

Professional summary

Donald David Weir JR, who also goes by Donald David Jr Weir, is a registered financial advisor currently at COVENANT ASSET MANAGEMENT, LLC located in Chester, New Jersey.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Donald has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 52 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donald David Jr Weir

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald David Weir JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 30, 2012 - Present

COVENANT ASSET MANAGEMENT, LLC

Office #1: 125 Maple Avenue, Chester, NJ 07930

RIA

CRD#: 108567

Chester, NJ

Past

May 20, 2003 - May 3, 2005

MERRILL LYNCH INVESTMENT MANAGERS LP

RIA

CRD#: 105068

PLAINSBORO, NJ

Past

May 20, 2003 - May 3, 2005

FAM DISTRIBUTORS, INC.

CRD#: 4100

NEW YORK, NY

Past

April 10, 1995 - May 20, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

August 6, 1992 - June 15, 1994

R.J. WALLS & CO., INC.

CRD#: 25926

SKILLMAN, NJ

Past

July 27, 1982 - April 7, 1992

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COVENANT ASSET MANAGEMENT, LLC

COVENANT ASSET MANAGEMENT, LLC | COVENANT CAPITAL MANAGEMENT LLC

CRD#: 108567 / SEC#: 801-56296

RIA

Registered Investment Advisory firm - (3/18/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(11/30/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/8/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/19/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/5/1992

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 7/23/1982

Municipal Securities Representative Examination

Current Firm

COVENANT ASSET MANAGEMENT, LLC

COVENANT ASSET MANAGEMENT, LLC | COVENANT CAPITAL MANAGEMENT LLC

CRD#: 108567 / SEC#: 801-56296

RIA

Registered Investment Advisory firm - (3/18/1999 Approved)

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Contact information

Main Address

125 Maple Avenue, Chester, NJ 07930

Mailing Address

Phone number

(908) 879-4090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COVENANT ASSET MANAGEMENT ADV PART 2 BROCHURE (4/9/2025)

Regulatory assets under management

Total Number of Accounts	623
AUM (Assets Under Management)	$ 624,321,411

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Donald D. Weir

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald David Weir JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH INVESTMENT MANAGERS LP

FAM DISTRIBUTORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

R.J. WALLS & CO., INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

COVENANT ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/1996

Series 63

Date: 8/19/1992

Series 7

Date: 8/5/1992

Series 52

Date: 7/23/1982

Current Firm

COVENANT ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COVENANT ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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