David Alexander Batchelder

Employer firm

Sentinel Pension Advisors, LLC. CRD 109901

$11.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Sentinel Benefits & Financial Group
  Wakefield, MA

Previous Registrations

• 2012-03-02 → 2015-03-30
  Grove Point Investments, Llc
  Portsmouth, NH
• 2004-03-17 → 2011-09-22
  Mackensen & Company, Inc.
  Hampton, NH

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-08

Designations

• Certified Financial Planner
• Chartered Financial Analyst