Cove Private Wealth, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 316866
- SEC number
- 801-122756
- Firm type
- RIA
- Assets under management
- $455.5M as of Feb 25, 2026
- Website
- www.coveprivatewealth.com ↗
- Phone
- 516-588-1123
- Address
- 44 Yellow Cote Rd., Oyster Bay, NY, 11771
Advisors at this firm
3 in our index · page 1 of 1
-
Peter John BurklyCRD 2432718 · Hampton, NHIA Registered
-
Joseph Carmelo CapezzaCRD 5555043 · Oyster Bay, NYIA Registered
-
Jeffrey John WhalenCRD 7290437 · Stony Brook, NYIA RegisteredRegistration inactive
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 316866 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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