William J. Cunliffe
Investment adviser representative at Covenant Asset Management, LLC
20 yearsExperience
1 stateRegistered in
$692.6MFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Covenant Asset Management, LLCJul 2021 to now
- Credo AnalyticsMay 2021 to now
- Vp Research, Inc.Jun 2014 to May 2021
- Elevation, LLCSep 2006 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Covenant Asset Management, LLC
$692.6MAssets managed
665Clients
10Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5238791
- Firm CRD
- 108567