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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 | 2022-01-19 |
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 & Financial Group | Wakefield | MA | 08/2021 | Present |
| Connecticut College | New London | CT | 08/2017 | 08/2021 |
| Full Time Student | Middleton | MA | 08/2011 | 08/2017 |
| Copley Equity Partners | Boston | MA | 06/2020 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-03 |
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