Unclaimed Profile

Robert James Reilly

SANDY COVE ADVISORS, LLC·HINGHAM, Massachusetts

SIE, Series 3, Series 7, Series 7TO, Series 8, Series 55, Series 63, Series 65, Series 66Clean record18 years registeredSANDY COVE ADVISORS, LLC

37 DERBY STREET, SUITE 5, HINGHAM, MA 02043CRD# 1587357Firm CRD# 152482

Profile Verification

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

Identity

Robert James Reilly · HINGHAM, MA

Registration

CRD #1587357 · SANDY COVE ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SANDY COVE ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Apr 2023 – Dec 2024

Newton, MA

PRW WEALTH MANAGEMENT LLC

May 2020 – Apr 2021

QUINCY, MA

SANDY COVE ADVISORS, LLC

Jan 2015 – Nov 2019

HINGHAM, MA

BARCLAYS CAPITAL INC.

Jan 2009 – Apr 2009

BOSTON, MA

LEHMAN BROTHERS INC.

Apr 2008 – Oct 2008

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 8

Series 55

Series 63

Series 65

Series 66

Registration record

First registered · April 1, 2008

Years registered · 18

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 Robert James Reilly offer?

Robert James Reilly specializes in Financial Planning, Investment Management.

What are Robert James Reilly's credentials?

Robert James Reilly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert James Reilly located?

Robert James Reilly is based in HINGHAM, Massachusetts, last registered with SANDY COVE ADVISORS, LLC.

How does Robert James Reilly charge for services?

Robert James Reilly'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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