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Kimberly Mary Pepoli

Sentinel Pension Advisors, LLC.

Wakefield, MA

CRD 7396766

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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:

Current Employers
Sentinel Pension Advisors, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-08-06
VA RA APPROVED 2026-04-07
WY RA APPROVED 2026-04-07
TX RA APPROVED_RES 2026-04-06
FL RA APPROVED 2024-10-16
AL RA APPROVED 2024-09-18
CT RA APPROVED 2024-09-18
MD RA APPROVED 2024-09-18
NY RA APPROVED 2024-09-18
RI RA APPROVED 2024-09-18
MI RA APPROVED 2023-09-20
MA RA APPROVED 2023-03-13
  • DC RA
    APPROVED
    Since 2026-08-06
  • VA RA
    APPROVED
    Since 2026-04-07
  • WY RA
    APPROVED
    Since 2026-04-07
  • TX RA
    APPROVED_RES
    Since 2026-04-06
  • FL RA
    APPROVED
    Since 2024-10-16
  • AL RA
    APPROVED
    Since 2024-09-18
  • CT RA
    APPROVED
    Since 2024-09-18
  • MD RA
    APPROVED
    Since 2024-09-18
  • NY RA
    APPROVED
    Since 2024-09-18
  • RI RA
    APPROVED
    Since 2024-09-18
  • MI RA
    APPROVED
    Since 2023-09-20
  • MA RA
    APPROVED
    Since 2023-03-13

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
Top Home Team Re/Max Reality Experts Burlington MA 06/2018 08/2018
North Andover Youth And Recreation Services North Andover MA 04/2015 06/2017
Sentinel Benefits & Financial Group Wakefield MA 05/2018 08/2018
Sentinel Benefits & Financial Group Wakefield MA 12/2018 01/2019
Sentinel Benefits & Financial Group Wakefield MA 05/2019 08/2019
Tmmc, Inc. Burlington MA 06/2020 08/2020
Putnam Investments/Putnam Retail Management Boston MA 06/2021 09/2022
North Andover High School North Andover MA 09/2013 06/2017
University Of New Hampshire Durham NH 08/2017 05/2021
Unemployed North Andover MA 06/2017 08/2017
Unemployed North Andover MA 09/2022 10/2022
Sentinel Benefits & Financial Group Wakefield MA 10/2022 Present
  • 06/2018 → 08/2018
    Top Home Team Re/Max Reality Experts
    Burlington, MA
  • 04/2015 → 06/2017
    North Andover Youth And Recreation Services
    North Andover, MA
  • 05/2018 → 08/2018
    Sentinel Benefits & Financial Group
    Wakefield, MA
  • 12/2018 → 01/2019
    Sentinel Benefits & Financial Group
    Wakefield, MA
  • 05/2019 → 08/2019
    Sentinel Benefits & Financial Group
    Wakefield, MA
  • 06/2020 → 08/2020
    Tmmc, Inc.
    Burlington, MA
  • 06/2021 → 09/2022
    Putnam Investments/Putnam Retail Management
    Boston, MA
  • 09/2013 → 06/2017
    North Andover High School
    North Andover, MA
  • 08/2017 → 05/2021
    University Of New Hampshire
    Durham, NH
  • 06/2017 → 08/2017
    Unemployed
    North Andover, MA
  • 09/2022 → 10/2022
    Unemployed
    North Andover, MA
  • 10/2022 → Present
    Sentinel Benefits & Financial Group
    Wakefield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-03
  • S65 Uniform Investment Adviser Law Examination
    2023-03-03

View on SEC IAPD

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