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DM

Dexter Morse

COVENANT ASSET MANAGEMENT
BONITA SPRINGS, FL
Some features on this profile are disabled
CRD#: 6199644
DM

Professional summary

Dexter Morse, CFP® is a registered financial advisor currently at COVENANT ASSET MANAGEMENT, LLC located in Bonita Springs, Florida.

Dexter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Dexter has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Dexter Morse'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®
CFP®

Certified Financial Planner

Experience

Current

October 31, 2013 - Present

COVENANT ASSET MANAGEMENT, LLC

RIA
CRD#: 108567
BONITA SPRINGS, FL

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".
CA
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
Florida
(3/16/2023)
IAR
New Jersey
(10/31/2013)

Exams

Current Firm

CA
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
11

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts623
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.

Company Information

COVENANT ASSET MANAGEMENT, LLC

CRD#: 108567Bonita Springs, FL

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