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Marc Todd Caras

SENTINEL PENSION ADVISORS INC·READING, Massachusetts
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55 WALKERS BROOK DRIVE, READING, MA 01867CRD# 2868314Firm CRD# 109901
01

About

Marc Todd Caras is a registered financial advisor based in READING, Massachusetts, affiliated with SENTINEL PENSION ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SENTINEL PENSION ADVISORS INC
SENTINEL PENSION ADVISORS INC
AUM
$9.0B
Regulatory assets under management
Employees
54
Total firm employees
View all advisors at SENTINEL PENSION ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
Regulatory
SEC/IARD CRD# 2868314
Firm CRD# 109901
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc Todd Caras offer?
Marc Todd Caras specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in READING, Massachusetts for a consultation.
What are Marc Todd Caras's credentials?
Marc Todd Caras is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Todd Caras located?
Marc Todd Caras is based in READING, Massachusetts, working with SENTINEL PENSION ADVISORS INC. Their office serves clients in the READING metropolitan area and surrounding communities.
How does Marc Todd Caras charge for services?
Marc Todd Caras's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing on eligible credit and cash management solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SENTINEL PENSION ADVISORS INC?
SENTINEL PENSION ADVISORS INC has approximately 54 employees and manages $9.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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