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Katherine Saltonstall

Sandy Cove Advisors, LLC

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About Katherine Saltonstall

Katherine Saltonstall is a financial advisor with Sandy Cove Advisors, LLC. Katherine has been in the financial industry since 1994. She is registered to provide investment advice in Massachusetts, Texas and Vermont. Katherine holds a Series 7 and Series 63 license. Katherine has worked at Morgan Stanley & Co., Incorporated, Brown Advisory and Sandy Cove Advisors. Katherine is a Chartered Financial Analyst. Sandy Cove Advisors, LLC is a Registered Investment Advisor based in Hingham, MA. The firm provides a range of financial services to individuals, families and charitable organizations.

Firm Information

Katherine Saltonstall is currently registered with Sandy Cove Advisors, LLC. Sandy Cove Advisors, LLC is a registered investment advisor based in Hingham, Massachusetts. The firm provides advisory consulting, family office and wealth planning services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit sharing plans. They manage approximately $486 million in assets for their clients.
Sandy Cove Advisors, LLC

37 DERBY STREET

HINGHAM, MA 02043

$486.39M

Assets Under Management

7

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting, family office and wealth planning

Advisory consulting, family office and wealth planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katherine Saltonstall’s Registration & Firm History

MA

09/18/2019 - Present

Sandy Cove Advisors, LLC (HINGHAM MA)

NY

05/18/1994 - 01/31/1997

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Saltonstall.
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