Emily Alise Fluke
Investment adviser representative at Sandy Cove Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Hightower Advisors, LLCSep 2026 to now
- Sandy Cove Advisors, LLCAug 2025 to now
- Citizens Securities, Inc.May 2024 to Jun 2025
- ClarfeldMay 2024 to Jun 2025
- JP Morgan Chase Bank, N.A.Oct 2023 to May 2024
- J.P. Morgan Securities LLCSep 2023 to May 2024
- First Republic Securities Company, LLCApr 2016 to Sep 2023
- First Republic Investment Management, Inc.Dec 2015 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 6363269
- Firm CRD
- 152482