Unclaimed Profile

Kelley Roche Ellis

SANDY COVE ADVISORS, LLC·HINGHAM, Massachusetts

Series 7, Series 63, Series 65, Series 86, Series 87Clean record11 years registeredSANDY COVE ADVISORS, LLC

37 DERBY STREET, SUITE 5, HINGHAM, MA 02043CRD# 5433504Firm CRD# 152482

Profile Verification

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

Identity

Kelley Roche Ellis · HINGHAM, MA

Registration

CRD #5433504 · SANDY COVE ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

WELCH & FORBES LLC

May 2024 – present

PRIO WEALTH LP

May 2018 – Sep 2022

BOSTON, MA

SANDY COVE ADVISORS, LLC

Mar 2016 – Apr 2018

HINGHAM, MA

BOSTON PRIVATE WEALTH LLC

Feb 2015 – Feb 2016

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · February 23, 2015

Years registered · 11

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 Kelley Roche Ellis offer?

Kelley Roche Ellis specializes in Financial Planning, Investment Management. Contact their office in HINGHAM, Massachusetts for a consultation.

What are Kelley Roche Ellis's credentials?

Kelley Roche Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelley Roche Ellis located?

Kelley Roche Ellis 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 Kelley Roche Ellis charge for services?

Kelley Roche Ellis'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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