Best Investors Account Sign in
Inactive

Lisa Ann Barstow

Sentinel Pension Advisors, LLC.

Wakefield, MA

Claim This Profile
Current Employers
Sentinel Pension Advisors, Llc.

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-06
ME RA APPROVED 2025-01-02
NV RA APPROVED 2025-01-02
OR RA APPROVED 2023-01-04
NY RA APPROVED 2022-03-10
NH RA APPROVED 2022-01-03
RI RA APPROVED 2022-01-03
TX RA APPROVED 2022-01-03
DC RA APPROVED 2021-07-21
FL RA APPROVED 2021-03-03
CA RA APPROVED 2021-01-06
CT RA APPROVED 2021-01-06
MD RA APPROVED 2021-01-06
MI RA APPROVED 2021-01-06
NC RA APPROVED 2021-01-06
VA RA APPROVED 2021-01-06
MA RA APPROVED 2020-03-04
  • IL RA
    APPROVED
    Since 2025-01-06
  • ME RA
    APPROVED
    Since 2025-01-02
  • NV RA
    APPROVED
    Since 2025-01-02
  • OR RA
    APPROVED
    Since 2023-01-04
  • NY RA
    APPROVED
    Since 2022-03-10
  • NH RA
    APPROVED
    Since 2022-01-03
  • RI RA
    APPROVED
    Since 2022-01-03
  • TX RA
    APPROVED
    Since 2022-01-03
  • DC RA
    APPROVED
    Since 2021-07-21
  • FL RA
    APPROVED
    Since 2021-03-03
  • CA RA
    APPROVED
    Since 2021-01-06
  • CT RA
    APPROVED
    Since 2021-01-06
  • MD RA
    APPROVED
    Since 2021-01-06
  • MI RA
    APPROVED
    Since 2021-01-06
  • NC RA
    APPROVED
    Since 2021-01-06
  • VA RA
    APPROVED
    Since 2021-01-06
  • MA RA
    APPROVED
    Since 2020-03-04

Branch Locations

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wellington Management Boston MA 05/2006 12/2019
Sentinel Benefits & Financial Group Wakefield MA 01/2020 Present
  • 05/2006 → 12/2019
    Wellington Management
    Boston, MA
  • 01/2020 → Present
    Sentinel Benefits & Financial Group
    Wakefield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-26
S63 Uniform Securities Agent State Law Examination 2001-01-22
  • S65 Uniform Investment Adviser Law Examination
    2020-02-26
  • S63 Uniform Securities Agent State Law Examination
    2001-01-22
Other Names
  • Lisa Ann Patturelli

View on SEC IAPD

Other Firms

FLAGSHIP WEALTH ADVISORS, LLC.
424 CAPITAL, LLC
OXFORD MARTIN, LLC
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PLANTE MORAN FINANCIAL ADVISORS

Other Investors

SUSAN N. BIG
PAUL V RYAN
SCOTT LOUIS FACCHETTI
RICHARD PAUL JOYAL
DONALD ALDE JOYAL
BARBARA NAN REED
Michael Bergeron
ERIC RYAN MARTIN

Other Offices

FLAGSHIP WEALTH ADVISORS, LLC. · WAKEFIELD, MA
424 CAPITAL, LLC · WAKEFIELD, MA
OXFORD MARTIN, LLC · WAKEFIELD, MA
MML INVESTORS SERVICES, LLC · WAKEFIELD, MA
OSAIC WEALTH, INC. · WAKEFIELD, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Wakefield, MA
OSAIC WEALTH, INC. · WAKEFIELD, MA
OSAIC WEALTH, INC. · WAKEFIELD, MA

More in Wakefield, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor