Unclaimed Profile

Katherine Saltonstall

SANDY COVE ADVISORS, LLC·HINGHAM, Massachusetts

Series 7, Series 63Clean record13 years registeredSANDY COVE ADVISORS, LLC

37 DERBY STREET, HINGHAM, MA 02043CRD# 2432817Firm CRD# 152482

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Katherine Saltonstall · HINGHAM, MA

Registration

CRD #2432817 · SANDY COVE ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

SANDY COVE ADVISORS, LLC

Sep 2019 – present

BROWN ADVISORY

Oct 2018 – Jul 2019

Boston, MA

SANDY COVE ADVISORS

Dec 2012 – Nov 2016

HINGHAM, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · December 4, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SANDY COVE ADVISORS, LLC

CRD 152482 · SEC 801-107724

AUM

$486M

Regulatory assets under management

Employees

893 client accounts

Services offered by SANDY COVE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SANDY COVE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Katherine Saltonstall offer?

Katherine Saltonstall specializes in Financial Planning, Investment Management. Contact their office in HINGHAM, Massachusetts for a consultation.

What are Katherine Saltonstall's credentials?

Katherine Saltonstall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katherine Saltonstall located?

Katherine Saltonstall is based in HINGHAM, Massachusetts, working with SANDY COVE ADVISORS, LLC. Their office serves clients in the HINGHAM metropolitan area and surrounding communities.

How does Katherine Saltonstall charge for services?

Katherine Saltonstall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SANDY COVE ADVISORS, LLC?

SANDY COVE ADVISORS, LLC has approximately 9 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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