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Current Employers
Sentinel Pension Advisors, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2004-01-28
  • MA RA
    APPROVED
    Since 2004-01-28

Branch Locations

601 Edgewater Drive, 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
Sentinel Benefits Group Wakefield MA 09/2003 Present
Sentinel Securities, Inc. Wakefield MA 09/2003 Present
Sentinel Pension Advisors, Inc. Reading MA 01/2004 Present
  • 09/2003 → Present
    Sentinel Benefits Group
    Wakefield, MA
  • 09/2003 → Present
    Sentinel Securities, Inc.
    Wakefield, MA
  • 01/2004 → Present
    Sentinel Pension Advisors, Inc.
    Reading, MA
Previous Registrations
  • 2003-08-11 → 2003-11-04
    Berkshire Investment Advisors, Llc
    Pittsfield, MA
Other Businesses

SENTINEL MANAGEMENT COMPANY LLC. 100 QUANNAPOWITT PARKWAY, SUITE 300, WAKEFIELD,MA 01880. MEMBER OF LLC. DATE OF INCEPTION JANUARY 2, 2007. NATURE OF BUSINESS: MANAGEMENT COMPANY. 40 HOURS PER WEEK. PERFORMING MANAGEMENT SERVICES FOR SENTINEL SECURITIES, INC. SENTINEL PENSION ADVISORS, INC. SENTINEL BENEFITS GROUP, INC., SENTINEL INSURANCE AGENCY, AND ACORN INSURANCE AGENCY. COMPENSATION PAID BASED ON PERFORMANCE OF COMPANIES BASED ON EBIDA, FROM FOCUS FINANCIAL PARTNERS, LLC. THE PORTION RELATING TO SENTINEL SECURITIES AND SENTINEL PENSION ADVISORS IS INVESTMENT RELATED. FULL TIME WORK IS PERFORMED DURING TRADING HOURS OF 9:30-4.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-21
S63 Uniform Securities Agent State Law Examination 2003-07-16
  • S66 Uniform Combined State Law Examination
    2003-07-21
  • S63 Uniform Securities Agent State Law Examination
    2003-07-16

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