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James Michael Carnevale

SENTINEL PENSION ADVISORS INC·WAKEFIELD, Massachusetts
Clean recordSENTINEL PENSION ADVISORS INC
100 QUANNAPOWITT PKWY, WAKEFIELD, MA 01880CRD# 2710745Firm CRD# 109901

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Michael Carnevale · WAKEFIELD, MA
Registration
CRD #2710745 · SENTINEL PENSION ADVISORS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Michael Carnevale is a registered financial advisor based in WAKEFIELD, 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
Introduction

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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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
Regulatory
SEC/IARD CRD# 2710745
Firm CRD# 109901
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Michael Carnevale offer?
James Michael Carnevale specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAKEFIELD, Massachusetts for a consultation.
What are James Michael Carnevale's credentials?
James Michael Carnevale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Carnevale located?
James Michael Carnevale is based in WAKEFIELD, Massachusetts, working with SENTINEL PENSION ADVISORS INC. Their office serves clients in the WAKEFIELD metropolitan area and surrounding communities.
How does James Michael Carnevale charge for services?
James Michael Carnevale'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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Other Advisors at SENTINEL PENSION ADVISORS INC

James Michael Nestor
WAKEFIELD, MA
Marc Todd Caras
READING, MA
John Anthony Carnevale
WAKEFIELD, MA
Robert Michael Dimase
WAKEFIELD, MA

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Research
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