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Marc Todd Caras

SENTINEL PENSION ADVISORS INC·READING, Massachusetts
SIE, Series 6, Series 7, Series 24, Series 63Clean recordSENTINEL PENSION ADVISORS INC
55 WALKERS BROOK DRIVE, READING, MA 01867CRD# 2868314Firm CRD# 109901

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Todd Caras · READING, MA
Registration
CRD #2868314 · SENTINEL PENSION ADVISORS INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SENTINEL PENSION ADVISORS INC
CRD 109901 · SEC 801-55783
AUM
$9.0B
Regulatory assets under management
Employees
54
2,794 client accounts
Services offered by SENTINEL PENSION ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SENTINEL PENSION ADVISORS INC →
Introduction

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04

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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CFP
James Michael Nestor
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Robert Michael Dimase
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Nearby cities in Massachusetts
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Research
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