Sentinel Pension Advisors Inc.
Sentinel Pension Advisors Inc. (CRD# 109901) is a financial advisory firm headquartered in Wakefield, MA. They manage $7,454,539,073 in 2,148 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management7,455MILLION
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Total Number of Accounts2,148ACCOUNTS
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Average Account Value$3,470,456
- 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, IN, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OK, OR, PA, RI, TN, TX, UT, VA, VT, WA, WI, WV, WY
Janelle Anderson (CRD# 4217814) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 20 years of experience in the finance industry.
David Batchelder (CRD# 4451296) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 20 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.
Daniel Bernardo (CRD# 5953315) 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. 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.
James Bremis (CRD# 5907173) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in New York, NY and has over 9 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.
Valerie Cabarle (CRD# 6188831) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Newv York, NY and has over 7 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 17 years of experience in the finance industry.
James Carnevale (CRD# 2710745) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Reading, MA and has over 24 years of experience in the finance industry.
Joyce Clouthier (CRD# 6551158) 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.
William Cooper (CRD# 7084367) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Bingham Farms, MI and has 1 year of experience in the finance industry.
James Dailey (CRD# 6216970) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 7 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.