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William Preston Cooper

Sentinel Pension Advisors, LLC.

Troy, MI

Wakefield, MA

CRD 7084367

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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
NY RA APPROVED 2025-01-02
OH RA APPROVED 2023-01-03
SC RA APPROVED 2022-01-06
IL RA APPROVED 2021-01-06
IN RA APPROVED 2021-01-04
WI RA APPROVED 2021-01-04
MI RA APPROVED 2020-01-02
  • NY RA
    APPROVED
    Since 2025-01-02
  • OH RA
    APPROVED
    Since 2023-01-03
  • SC RA
    APPROVED
    Since 2022-01-06
  • IL RA
    APPROVED
    Since 2021-01-06
  • IN RA
    APPROVED
    Since 2021-01-04
  • WI RA
    APPROVED
    Since 2021-01-04
  • MI RA
    APPROVED
    Since 2020-01-02

Branch Locations

3001 W Big Beaver Suite 302, Troy, MI 48084 • United States

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
Abg Portfolio Strategies, Inc. Bingham Farms MI 11/2018 12/2019
Great Escape Room Royal Oak MI 01/2018 12/2018
Abg Portfolio Strategies, Inc. Bingham Farms MI 09/2017 11/2018
Uber Detroit MI 06/2017 Present
Brainfuse Detroit MI 01/2017 06/2017
Development Dimensions International Southfield MI 07/2013 09/2017
  • 11/2018 → 12/2019
    Abg Portfolio Strategies, Inc.
    Bingham Farms, MI
  • 01/2018 → 12/2018
    Great Escape Room
    Royal Oak, MI
  • 09/2017 → 11/2018
    Abg Portfolio Strategies, Inc.
    Bingham Farms, MI
  • 06/2017 → Present
    Uber
    Detroit, MI
  • 01/2017 → 06/2017
    Brainfuse
    Detroit, MI
  • 07/2013 → 09/2017
    Development Dimensions International
    Southfield, MI
Previous Registrations
  • 2019-04-08 → 2019-12-31
    Abg Portfolio Strategies, Inc.
    Bingham Farms, MI
Other Businesses

Coop's Apothecary, LLC promotes physical, mental, and spiritual wellness by providing yoga; meditation; and natural, handmade body products. Five hours per week outside of business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-06
  • S65 Uniform Investment Adviser Law Examination
    2019-04-06

View on SEC IAPD

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