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Brian Gerard Murphy

Sentinel Pension Advisors, LLC.

Staten Island, NY

Wakefield, MA

CRD 7516144

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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
NY RA APPROVED 2026-01-27
  • NY RA
    APPROVED
    Since 2026-01-27

Branch Locations

Staten Island, 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
Multnomah Group, Inc. Portland OR 02/2022 10/2025
Portfolio Evaluations, Inc. Warren NJ 01/2014 02/2022
Sentinel Pension Advisors, Llc Wakefield MA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-18
  • S65 Uniform Investment Adviser Law Examination
    2022-03-18
Other Names
  • Brian Murphy

View on SEC IAPD

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