Annmarie Dever, financial advisor Wakefield MA
90 score

Annmarie Dever

CRD Number: 5924587
Current Firm: Sentinel Pension Advisors Inc.

Annmarie Dever (CRD# 5924587) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Sentinel Securities, Inc. Reading, MA May 2011 - Current 5
Sentinel Benefits Group, Inc. Reading, MA Aug 2008 - Current 8
Unemployed Woburn, MA May 2008 - Aug 2008 < 1
College Of The Holy Cross Worcester, MA Aug 2004 - Aug 2008 4
Sentinel Benefits Group, Inc. Reading, MA May 2005 - Jan 2008 2
College Of The Holy Cross Worcester, MA Sep 2007 - Dec 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Annmarie Dever
Phone Number: 781-914-1450
Firm Website: https://www.sbgi.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    3,556
    MILLIONS
  • Total Number of Accounts
    1,379
    ACCOUNTS
  • Average Account Value
    $2,579,035
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CT, DC, FL, GA, LA, MA, MD, ME, MI, NC, NH, NJ, NY, PA, RI, TN, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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