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Bruce Peterson Eshbaugh

SENTINEL ADVISORY CORP·PLYMOUTH, Massachusetts
Series 7, Series 63, Series 66Clean record22 years registeredSENTINEL ADVISORY CORP
34 COURT STREET, PLYMOUTH, MA 02360CRD# 2315339Firm CRD# 108720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Peterson Eshbaugh · PLYMOUTH, MA
Registration
CRD #2315339 · SENTINEL ADVISORY CORP · 22 years registered
Brand Profile
Not yet started
01

Career History

Aug 2004present
May 2004Jan 2004
HYANNIS, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · May 24, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SENTINEL ADVISORY CORP
CRD 108720 · SEC 801-63385
AUM
$30M
Regulatory assets under management
Employees
1
183 client accounts
Services offered by SENTINEL ADVISORY CORP
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Bruce Peterson Eshbaugh offer?
Bruce Peterson Eshbaugh specializes in Investment Management, Wealth Management. Contact their office in PLYMOUTH, Massachusetts for a consultation.
What are Bruce Peterson Eshbaugh's credentials?
Bruce Peterson Eshbaugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Peterson Eshbaugh located?
Bruce Peterson Eshbaugh is based in PLYMOUTH, Massachusetts, working with SENTINEL ADVISORY CORP. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Bruce Peterson Eshbaugh charge for services?
Bruce Peterson Eshbaugh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SENTINEL ADVISORY CORP?
SENTINEL ADVISORY CORP has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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