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Nicholas Joseph

Sentinel Wealth Management, Inc.

Reston, VA

CRD 8261402

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Employer firm

Sentinel Wealth Management, Inc. CRD 122235

$389M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Sentinel Wealth Management, Inc.

11710 Plaza America Drive Suite 2000, Reston, VA 20190 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-05-13
VA RA APPROVED 2026-05-13
  • MD RA
    APPROVED
    Since 2026-05-13
  • VA RA
    APPROVED
    Since 2026-05-13

Branch Locations

11710 Plaza America Drive Suite 2000, Reston, VA 20190 • 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 Wealth Management, Inc. Reston VA 04/2026 Present
Ernst & Young Llp Tysons VA 01/2021 04/2026
Unemployed Herndon VA 05/2020 12/2020
University Of Virginia Charlottesville VA 08/2019 05/2020
Ernst & Young Llp Tysons VA 06/2019 08/2019
James Madison University Harrisonburg VA 08/2015 05/2019
Unemployed Herndon VA 05/2019 06/2019
  • 04/2026 → Present
    Sentinel Wealth Management, Inc.
    Reston, VA
  • 01/2021 → 04/2026
    Ernst & Young Llp
    Tysons, VA
  • 05/2020 → 12/2020
    Unemployed
    Herndon, VA
  • 08/2019 → 05/2020
    University Of Virginia
    Charlottesville, VA
  • 06/2019 → 08/2019
    Ernst & Young Llp
    Tysons, VA
  • 08/2015 → 05/2019
    James Madison University
    Harrisonburg, VA
  • 05/2019 → 06/2019
    Unemployed
    Herndon, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-02
  • S65 Uniform Investment Adviser Law Examination
    2026-03-02

View on SEC IAPD

Nearby Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz

Nearby Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA

More in Reston, VA

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