Katherine Saltonstall
Investment adviser representative at Sandy Cove Advisors, LLC
12 yearsExperience
3 statesRegistered in
CFADesignation
$684.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Sandy Cove Advisors, LLCSep 2019 to now
- Brown AdvisoryApr 2018 to Jul 2019
- Sandy Cove AdvisorsSep 2014 to Apr 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 3 states (MA, TX, VT).
Sandy Cove Advisors, LLC
$684.9MAssets managed
278Clients
3Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2432817
- Firm CRD
- 152482