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Patrick Lambe

Sentinel Pension Advisors, LLC.

Wakefield, MA

CRD 8155444

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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
MA RA APPROVED 2025-09-09
  • MA RA
    APPROVED
    Since 2025-09-09

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
Sentinel Group Wakefield MA 06/2025 Present
Dansker Capital Group Danbury CT 02/2024 12/2024
Full Time Student Weymouth MA 01/2015 05/2025
  • 06/2025 → Present
    Sentinel Group
    Wakefield, MA
  • 02/2024 → 12/2024
    Dansker Capital Group
    Danbury, CT
  • 01/2015 → 05/2025
    Full Time Student
    Weymouth, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-25
  • S65 Uniform Investment Adviser Law Examination
    2025-08-25

View on SEC IAPD

Nearby Firms

FLAGSHIP WEALTH ADVISORS, LLC.
424 CAPITAL, LLC
OXFORD MARTIN, LLC

Nearby Investors

SUSAN N. BIG
PAUL V RYAN
SCOTT LOUIS FACCHETTI

Nearby Offices

FLAGSHIP WEALTH ADVISORS, LLC. · WAKEFIELD, MA
424 CAPITAL, LLC · WAKEFIELD, MA
OXFORD MARTIN, LLC · WAKEFIELD, MA

More in Wakefield, MA

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