Sentinel Pension Advisors Inc.

Sentinel Pension Advisors Inc. (CRD# 109901) is a financial advisory firm headquartered in Wakefield, MA. They manage $10,503,429,858 in 2,771 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,503
    MILLION
  • Total Number of Accounts
    2,771
    ACCOUNTS
  • Average Account Value
    $3,790,484
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Sentinel Pension Advisors Inc.
Showing 1 - 10 of 49 top financial advisors.
1
Janelle R. Anderson
CRD#: 4217814
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880

Janelle Anderson (CRD# 4217814) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 21 years of experience in the finance industry.

2
David A. Batchelder
CRD#: 4451296
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880

David Batchelder (CRD# 4451296) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 22 years of experience in the finance industry. David Batchelder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Daniel Bernardo
CRD#: 5953315
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880

Daniel Bernardo (CRD# 5953315) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 10 years of experience in the finance industry. Daniel Bernardo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James S. Bremis
CRD#: 5907173
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880

James Bremis (CRD# 5907173) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 10 years of experience in the finance industry. James Bremis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Valerie Cabarle
CRD#: 6188831
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880

Valerie Cabarle (CRD# 6188831) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 8 years of experience in the finance industry.

6
Ryan E. Campagna
CRD#: 4620761
601 Edgewater Drive, Wakefield, MA 01880

Ryan Campagna (CRD# 4620761) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 18 years of experience in the finance industry.

7
James M. Carnevale
CRD#: 2710745
55 Walkers Brook Drive, Reading, MA 01867

James Carnevale (CRD# 2710745) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Reading, MA and has over 26 years of experience in the finance industry. James Carnevale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Joyce E. Clouthier
CRD#: 6551158
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880

Joyce Clouthier (CRD# 6551158) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 6 years of experience in the finance industry.

9
William P. Cooper
CRD#: 7084367
3001 W Big Beaver, Suite 302, Troy, MI 48084

William Cooper (CRD# 7084367) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Troy, MI and has over 3 years of experience in the finance industry.

10
James H. Dailey
CRD#: 6216970
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880

James Dailey (CRD# 6216970) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 8 years of experience in the finance industry. James Dailey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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