Inactive

Ryan Matthew Petti

Sentinel Pension Advisors, LLC.

CRD 7477902

Claim This Profile

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

Authority	Category	Status	Date
OR	RA	APPROVED	2026-02-03
NV	RA	APPROVED	2025-02-11
WA	RA	APPROVED	2024-08-13
DC	RA	APPROVED	2023-12-15
VT	RA	APPROVED	2023-08-24
WV	RA	APPROVED	2023-08-24
SC	RA	APPROVED	2023-08-15
IL	RA	APPROVED	2022-11-02
GA	RA	APPROVED	2022-10-03
AZ	RA	APPROVED	2022-08-30
OH	RA	APPROVED	2022-07-20
AL	RA	APPROVED	2022-07-19
PA	RA	APPROVED	2022-03-30
CA	RA	APPROVED	2022-02-23
CT	RA	APPROVED	2022-02-23
FL	RA	APPROVED	2022-02-23
MD	RA	APPROVED	2022-02-23
NC	RA	APPROVED	2022-02-23
TX	RA	APPROVED	2022-02-23
NJ	RA	APPROVED	2022-02-03
IN	RA	APPROVED	2022-02-01
KY	RA	APPROVED	2022-02-01
ME	RA	APPROVED	2022-02-01
MA	RA	APPROVED	2022-02-01
MI	RA	APPROVED	2022-02-01
NH	RA	APPROVED	2022-02-01
NY	RA	APPROVED	2022-02-01
RI	RA	APPROVED	2022-02-01
VA	RA	APPROVED	2022-02-01

OR RA
APPROVED

Since 2026-02-03
NV RA
APPROVED

Since 2025-02-11
WA RA
APPROVED

Since 2024-08-13
DC RA
APPROVED

Since 2023-12-15
VT RA
APPROVED

Since 2023-08-24
WV RA
APPROVED

Since 2023-08-24
SC RA
APPROVED

Since 2023-08-15
IL RA
APPROVED

Since 2022-11-02
GA RA
APPROVED

Since 2022-10-03
AZ RA
APPROVED

Since 2022-08-30
OH RA
APPROVED

Since 2022-07-20
AL RA
APPROVED

Since 2022-07-19
PA RA
APPROVED

Since 2022-03-30
CA RA
APPROVED

Since 2022-02-23
CT RA
APPROVED

Since 2022-02-23
FL RA
APPROVED

Since 2022-02-23
MD RA
APPROVED

Since 2022-02-23
NC RA
APPROVED

Since 2022-02-23
TX RA
APPROVED

Since 2022-02-23
NJ RA
APPROVED

Since 2022-02-03
IN RA
APPROVED

Since 2022-02-01
KY RA
APPROVED

Since 2022-02-01
ME RA
APPROVED

Since 2022-02-01
MA RA
APPROVED

Since 2022-02-01
MI RA
APPROVED

Since 2022-02-01
NH RA
APPROVED

Since 2022-02-01
NY RA
APPROVED

Since 2022-02-01
RI RA
APPROVED

Since 2022-02-01
VA RA
APPROVED

Since 2022-02-01

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

Organization	City	State	From	To
Phillips Exeter Academy	Exeter	NH	06/2016	09/2016
Connecticut College	New London	CT	07/2016	05/2020
Primerica Financial Services	Tewksbury	MA	05/2017	08/2019
Les Cometes De Meudon	Paris		05/2020	10/2020
Sentinel Benefits & Financial Group	Wakefield	MA	10/2020	Present

06/2016 → 09/2016

Phillips Exeter Academy

Exeter, NH
07/2016 → 05/2020

Connecticut College

New London, CT
05/2017 → 08/2019

Primerica Financial Services

Tewksbury, MA
05/2020 → 10/2020

Les Cometes De Meudon

Paris
10/2020 → Present

Sentinel Benefits & Financial Group

Wakefield, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-01-19

S65 Uniform Investment Adviser Law Examination

2022-01-19

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

FLAGSHIP WEALTH ADVISORS, LLC.

424 CAPITAL, LLC

OXFORD MARTIN, LLC

Nearby Investors

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

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor