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Gabriel Rowe

Advisor at Covenant Asset Management, LLC

Updated today

Location

Chester, NJ 07930

Credentials

Series 65

Industry experience

6 years

About

Gabriel Rowe is a financial advisor at Covenant Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has been with Covenant since 2018. Prior to his current role, he worked at Hamilton Farm Golf Club and attended Florida State University. Covenant Asset Management serves affluent individuals, families, businesses, and nonprofit organizations, offering portfolio management and financial planning services. The firm focuses on thematic, growth-at-a-reasonable-price strategies combined with dividend appreciation, using fundamental and technical analysis alongside options strategies and a fixed-income laddering approach.

Client services

Based on Covenant Asset Management, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Covenant Asset Management, LLC

Tax-loss harvesting Options & derivatives strategies Retirement income strategy

Occupation focus

Based on Covenant Asset Management, LLC

Founder/Business Owner Retired

Demographic focus

Based on Covenant Asset Management, LLC

Approaching retirement Mid-Career Professionals

Fee options

Fixed

Fixed financial planning fees may range up to $20,000 depending on scope and complexity

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%

Commissions

Insurance products sold through affiliate Covenant Financial Resources, LLC generate commissions; disclosed conflicts of interest

Project-based

Hourly financial planning fees generally up to $300 per hour

Other

Fee-only: Financial planning may be offered on a stand-alone basis for fixed fees up to $20,000 or hourly fees up to $300/hour, both negotiable

Location

125 Maple Avenue

Chester, NJ 07930

Most active in

New Jersey

Work history

Covenant Asset Management

2018 - Present (8 years)

Hamilton Farm Golf Club

2016 - 2017 (1 year)

Florida State University

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Damian M

Series 63, Series 65

North Plainfield, NJ

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Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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CFP®, Series 63, Series 65

Morristown, NJ

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Options & derivatives strategies Private / alternative investments
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Series 63, Series 65

Denville, NJ

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