Sentinel Pension Advisors Inc.

Sentinel Pension Advisors Inc. (CRD# 109901) is a financial advisory firm headquartered in Wakefield, MA. They manage $3,556,489,602 in 1,379 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,556
    MILLION
  • 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
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.

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

Financial Advisors at Sentinel Pension Advisors Inc.
Showing 1 - 10 of 30 top financial advisors.
1
John S. Harrington
CRD#: 2023530
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880
100
Wealthminder
score
John Harrington (CRD# 2023530) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 26 years of experience in the finance industry.
2
David A. Batchelder
CRD#: 4451296
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880
96
Wealthminder
score

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.

3
Ryan A. Huard
CRD#: 5103287
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880
96
Wealthminder
score

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.

4
Matthew H. McPhail
CRD#: 2335950
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880
96
Wealthminder
score

Matthew McPhail (CRD# 2335950) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 24 years of experience in the finance industry.

5
Henry B. Riter
CRD#: 3156241
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880
96
Wealthminder
score

Henry Riter (CRD# 3156241) 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
Janelle R. Anderson
CRD#: 4217814
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880
93
Wealthminder
score

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.

7
James D. Baga
CRD#: 1691122
100 Quannapowitt Pkwy, Suite 300, Wakefield, MA 01880
93
Wealthminder
score

James Baga (CRD# 1691122) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 24 years of experience in the finance industry.

8
William Bonacci
CRD#: 2361521
1250 Broadway, 24th Floor, New York, NY 10001
93
Wealthminder
score

William Bonacci (CRD# 2361521) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in New York, NY and has over 18 years of experience in the finance industry.

9
Ryan E. Campagna
CRD#: 4620761
601 Edgewater Drive, Wakefield, MA 01880
93
Wealthminder
score

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.

10
James M. Carnevale
CRD#: 2710745
55 Walkers Brook Drive, Reading, MA 01867
93
Wealthminder
score

James Carnevale (CRD# 2710745) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Reading, MA and has over 21 years of experience in the finance industry.

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