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AR

Aidan M. Ryan

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CRD#: 7494476
AR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Aidan Michael Ryan, who also goes by Aidan M Ryan, Aidan Ryan, was a registered financial professional .

Aidan is a previously registered financial professional and started their career in finance in 2023. Aidan had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Aidan M Ryan | Aidan Ryan

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 25, 2023 - March 21, 2025

SANDY COVE ADVISORS, LLC

RIA
CRD#: 152482
HINGHAM, 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".
SC
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)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/22/2023
Uniform Investment Adviser Law Examination

Current Firm


SC
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)
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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
8

SEC notice filing (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts971
AUM (Assets Under Management)$ 581,668,473

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/23/2025
Cover Page
12/26/2023
01/31/2023

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.

Company Information


SANDY COVE ADVISORS, LLC

CRD#: 152482

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