James Michael Carnevale

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2000 → Present
  Sentinel Securities Inc
  Wakefield, MA
• 07/2002 → Present
  Sentinel Pension Advisors
  Reading, MA
• 01/2007 → Present
  Sentinel Management Company, Llc
  Reading, MA

Other Businesses

SENTINEL MANAGEMENT COMPANY LLC. 100 Quannapowitt Parkway, Suite 402, Wakefield, MA 01880. MEMBER OF LLC. DATE OF INCEPTION JANUARY 2, 2007. NATURE OF BUSINESS: MANAGEMENT COMPANY. 40 HOURS PER WEEK PERFORMING MANAGEMENT SERVICES FOR SENTINEL SECURITIES LLC, SENTINEL PENSION ADVISORS LLC, SENTINEL BENEFITS GROUP LLC, SENTINEL INSURANCE AGENCY LLC. COMPENSATION PAID BASED ON PERFORMANCE OF CONSOLIDATED COMPANIES EBITDA, FROM FOCUS FINANCIAL PARTNERS, LLC. THE PORTION RELATING TO SENTINEL SECURITIES AND SENTINEL PENSION ADVISORS IS INVESTMENT RELATED. FULL TIME WORK IS PERFORMED DURING TRADING HOURS OF 9:30-4.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-27

Designations

• Certified Financial Planner

Other Names

• Jim Carnevale