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William Valk

Sentinel Pension Advisors, LLC.

Farmingdale, NY

Wakefield, MA

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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 2025-04-10
NY RA APPROVED 2025-04-02
  • MA RA
    APPROVED
    Since 2025-04-10
  • NY RA
    APPROVED
    Since 2025-04-02

Branch Locations

Farmingdale, NY • 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
Nomura Securities New York NY 09/2019 08/2022
Schroders Asset Management New York NY 08/2018 09/2019
Hps Investment Partners New York NY 10/2017 05/2018
Sundown Ski And Snow Greenvale NY 09/2013 10/2017
Plandome Country Club Plandome NY 05/2014 10/2018
Capfinancial Securities Llc Raleigh NC 09/2022 Present
Capfinancial Partners Llc (Captrust) Raleigh NC 09/2022 Present
Sentinel Pension Advisors, Inc. Wakefield MA 03/2025 Present
Sentinel Securities, Llc. Wakefield MA 03/2025 Present
  • 09/2019 → 08/2022
    Nomura Securities
    New York, NY
  • 08/2018 → 09/2019
    Schroders Asset Management
    New York, NY
  • 10/2017 → 05/2018
    Hps Investment Partners
    New York, NY
  • 09/2013 → 10/2017
    Sundown Ski And Snow
    Greenvale, NY
  • 05/2014 → 10/2018
    Plandome Country Club
    Plandome, NY
  • 09/2022 → Present
    Capfinancial Securities Llc
    Raleigh, NC
  • 09/2022 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 03/2025 → Present
    Sentinel Pension Advisors, Inc.
    Wakefield, MA
  • 03/2025 → Present
    Sentinel Securities, Llc.
    Wakefield, MA
Previous Registrations
  • 2023-02-03 → 2025-04-07
    Captrust
    Lake Success, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-03
S63 Uniform Securities Agent State Law Examination 2022-04-05
  • S65 Uniform Investment Adviser Law Examination
    2023-02-03
  • S63 Uniform Securities Agent State Law Examination
    2022-04-05
Designations

View on SEC IAPD

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