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RIA / WealthAdvisorChartered Financial Analyst32 years in industry

KATHERINE SALTONSTALL

Advisor at SANDY COVE ADVISORS, LLC

HINGHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae90f2c2-94cb-2b4d-765d-306e3fddbac8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 4, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SANDY COVE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 23, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
Exams: S63
First exam: May 23, 1994
First registration: Dec 4, 2012
Dual registered: no
Other names: KATE OCONNOR|KATE SALTONSTALL|KATHERINE OCONNOR
IAPD individual key: 2432817

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SANDY COVE ADVISORS, LLC	Independent wealth	Sep 18, 2019	n/a	yes	HINGHAM, MA	Current employment
BROWN ADVISORY	Mixed wealth	Oct 31, 2018	Jul 18, 2019	no	Boston, MA\|BALTIMORE, MD	Previous registration
SANDY COVE ADVISORS, LLC	Independent wealth	Dec 4, 2012	Nov 23, 2016	no	HINGHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BROWN ADVISORY	SANDY COVE ADVISORS, LLC	Jul 18, 2019	Sep 18, 2019	62	Firm change	RIA to RIA
SANDY COVE ADVISORS, LLC	BROWN ADVISORY	Nov 23, 2016	Oct 31, 2018	707	Firm change after gap	Other

Relationships

Registered with (2)

→ SANDY COVE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 4, 2012 to Nov 23, 2016factForm ADV
→ BROWN ADVISORYRegistered adviserregistration: previous registration
Oct 31, 2018 to Jul 18, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ae90f2c2-94cb-2b4d-765d-306e3fddbac8
First observed: Dec 4, 2012
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KATHERINE SALTONSTALL

Advisor at SANDY COVE ADVISORS, LLC

HINGHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae90f2c2-94cb-2b4d-765d-306e3fddbac8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SANDY COVE ADVISORS, LLC

Independent wealth

Sep 18, 2019

n/a

yes

HINGHAM, MA

Current employment

BROWN ADVISORY

Mixed wealth

Oct 31, 2018

Jul 18, 2019

Boston, MA|BALTIMORE, MD

Previous registration

SANDY COVE ADVISORS, LLC

Independent wealth

Dec 4, 2012

Nov 23, 2016

HINGHAM, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BROWN ADVISORY

SANDY COVE ADVISORS, LLC

Jul 18, 2019

Sep 18, 2019

Firm change

RIA to RIA

SANDY COVE ADVISORS, LLC

BROWN ADVISORY

Nov 23, 2016

Oct 31, 2018

707

Firm change after gap

Other