Emily A. Fluke

SANDY COVE ADVISORS

Hingham, MA 02043

Some features on this profile are disabled

CRD#: 6363269

Professional summary

Emily A Fluke, who also goes by Emily Alise Fluke, is a registered financial advisor currently at SANDY COVE ADVISORS, LLC located in Hingham, Massachusetts.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Emily has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Emily Alise Fluke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: Premier Hockey Federation Address: 67 West Street, Brooklyn, NY 11222 Investment-related: No Nature of business: Professional women's ice hockey team Role: Professional Ice Hockey Player Description of duties: Contact team sport played on ice Start date: 10/12/2019 Number of hours each month: 25-30 Number of hours during trading: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily A Fluke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 28, 2025 - Present

SANDY COVE ADVISORS, LLC

Office #1: 37 Derby Street Suite 5, Hingham, MA 02043

RIA

CRD#: 152482

Hingham, MA

Past

June 11, 2024 - June 4, 2025

CITIZENS PRIVATE WEALTH

RIA

CRD#: 106743

Boston, MA

Past

May 31, 2024 - June 4, 2025

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

Boston, MA

Past

May 31, 2024 - June 4, 2025

CITIZENS SECURITIES, INC.

CRD#: 39550

Boston, MA

Past

March 11, 2024 - June 1, 2024

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

BOSTON, MA

Past

September 29, 2023 - June 1, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

BOSTON, MA

Past

November 16, 2016 - June 3, 2024

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

BOSTON, MA

Past

June 15, 2016 - September 29, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SANDY COVE ADVISORS, LLC

SANDY COVE ADVISORS | SANDY COVE ADVISORS, LLC | SANDY COVE ADVISORS LLC

CRD#: 152482 / SEC#: 801-107724

RIA

Registered Investment Advisory firm - (4/22/2016 Approved)

New York

Registered Investment Advisory firm - (7/25/2016 Terminated)

Vermont

Registered Investment Advisory firm - (8/12/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/9/2025)

IAR

Vermont
(8/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/16/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/15/2016

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/26/2020

General Securities Principal Examination

Current Firm

SANDY COVE ADVISORS, LLC

SANDY COVE ADVISORS | SANDY COVE ADVISORS, LLC | SANDY COVE ADVISORS LLC

CRD#: 152482 / SEC#: 801-107724

RIA

Registered Investment Advisory firm - (4/22/2016 Approved)

New York

Registered Investment Advisory firm - (7/25/2016 Terminated)

Vermont

Registered Investment Advisory firm - (8/12/2016 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

37 Derby Street Suite 5, Hingham, MA 02043

Mailing Address

Phone number

(617) 622-1500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SANDY COVER ADVISORS (2/27/2025)

Regulatory assets under management

Total Number of Accounts	971
AUM (Assets Under Management)	$ 581,668,473

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2025	Cover Page	Report
12/26/2023	Cover Page	Report
01/31/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Emily A. Fluke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily A Fluke's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIZENS PRIVATE WEALTH

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

Primary Firm SEC Registration

SANDY COVE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2016

SIE

Date: 10/1/2018

Series 7

Date: 6/15/2016

Series 24

Date: 6/26/2020

Current Firm

SANDY COVE ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SANDY COVE ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors