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Sentinel Pension Advisors, LLC. CRD 109901
$11.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-28 |
| NY | RA | APPROVED | 2022-01-03 |
| TX | RA | APPROVED_RES | 2018-01-02 |
| CT | RA | APPROVED | 2016-01-05 |
| DC | RA | APPROVED | 2014-03-21 |
| CA | RA | APPROVED | 2012-03-27 |
| MD | RA | APPROVED | 2012-03-27 |
| PA | RA | APPROVED | 2012-03-27 |
| NJ | RA | APPROVED | 2011-07-01 |
Branch Locations
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentinel Benefits And Financial Group | New York | NY | 01/2011 | Present |
| Sentinel Pension Advisors Inc. | New York | NY | 01/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-30 |
| S66 | Uniform Combined State Law Examination | 2000-06-26 |
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