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James Michael Carnevale

SENTINEL PENSION ADVISORS INC·WAKEFIELD, Massachusetts
SIE, Series 4, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63CFPClean record25 years registeredSENTINEL 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 · 25 years registered
Brand Profile
Not yet started
01

Career History

SENTINEL PENSION ADVISORS, LLC.
Jul 2002 – present
SENTINEL SECURITIES, LLC.
Aug 2001 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 6
Series 7
Series 24
Series 52TO
Series 53
Series 63
Registration record
First registered · August 9, 2001
Years registered · 25
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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
Robert Michael Dimase
WAKEFIELD, MA

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Nearby cities in Massachusetts
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