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Katherine Saltonstall

Sandy Cove Advisors, LLC

Hingham, MA

CRD 2432817

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Employer firm

Sandy Cove Advisors, LLC CRD 152482

$685M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • ADVISORY CONSULTING, FAMILY OFFICE AND WEALTH PLANNING

From the firm’s Form ADV. Read the guides:

Current Employers
Sandy Cove Advisors, Llc

37 Derby Street Suite 5, Hingham, MA 02043 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-11
MA RA APPROVED 2019-09-23
VT RA APPROVED 2019-09-18
  • TX RA
    APPROVED
    Since 2022-05-11
  • MA RA
    APPROVED
    Since 2019-09-23
  • VT RA
    APPROVED
    Since 2019-09-18

Branch Locations

37 Derby Street Suite 5, Hingham, MA 02043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brown Advisory Boston MA 04/2018 07/2019
Sandy Cove Advisors Hingham MA 09/2014 04/2018
Sandy Cove Advisors, Llc Hingham MA 09/2019 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-05-23
  • S63 Uniform Securities Agent State Law Examination
    1994-05-23
Designations
  • Chartered Financial Analyst
Other Names
  • Kate Oconnor
  • Kate Saltonstall
  • Katherine Oconnor

View on SEC IAPD

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