Managing Member · Sandy Cove Advisors, LLC
Deirdre R. Prescott
CRD 2311321 · Named on Form ADV at one SEC-registered adviser
At a glance
Sandy Cove Advisors, LLC, an SEC-registered wealth manager based in Hingham, MA with $685 million in regulatory assets, lists Deirdre R. Prescott on its Form ADV as Managing Member, a control person.
Firms and roles
- Sandy Cove Advisors, LLCManaging MemberWealth manager · Hingham, MA · $685M in regulatory assets
AtlasMembers
Deirdre’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Katherine SaltonstallChief Investment/chief Compliance Officer, Sandy Cove Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Deirdre’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.