Sentinel Pension Advisors Inc.
Sentinel Pension Advisors Inc. (CRD# 109901) is a financial advisory firm headquartered in Wakefield, MA. They manage $3,634,688,887 in 1,335 accounts and serve the financial needs of clients across 27 states (or territories).
-
Total Assets Under Management3,635MILLION
-
Total Number of Accounts1,335ACCOUNTS
-
Average Account Value$2,722,613
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, CT, DC, FL, GA, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OR, PA, RI, TN, TX, UT, VA, VT, WA, WV
David Batchelder (CRD# 4451296) 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. 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.
Ryan Huard (CRD# 5103287) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 11 years of experience in the finance industry. Ryan Huard 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.
Matthew McPhail (CRD# 2335950) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 25 years of experience in the finance industry.
Henry Riter (CRD# 3156241) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 9 years of experience in the finance industry.
Janelle Anderson (CRD# 4217814) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 17 years of experience in the finance industry.
Daniel Bernardo (CRD# 5953315) 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.
William Bonacci (CRD# 2361521) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in New York, NY and has over 19 years of experience in the finance industry.
Ryan Campagna (CRD# 4620761) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 14 years of experience in the finance industry.