Unclaimed Profile

James Michael Nestor

SENTINEL PENSION ADVISORS INC·WAKEFIELD, Massachusetts

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 87, Series 99TOClean record15 years registeredSENTINEL PENSION ADVISORS INC

100 QUANNAPOWITT PKWY, WAKEFIELD, MA 01880CRD# 2636194Firm CRD# 109901

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Michael Nestor · WAKEFIELD, MA

Registration

CRD #2636194 · SENTINEL PENSION ADVISORS INC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SENTINEL PENSION ADVISORS INC

SENTINEL PENSION ADVISORS, LLC.

Mar 2011 – Oct 2025

WAKEFIELD, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 87

Series 99TO

Registration record

First registered · March 22, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SENTINEL PENSION ADVISORS INC

CRD 109901 · SEC 801-55783

AUM

$9.0B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does James Michael Nestor offer?

James Michael Nestor specializes in Financial Planning, Investment Management, Wealth Management.

What are James Michael Nestor's credentials?

James Michael Nestor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Michael Nestor located?

James Michael Nestor is based in WAKEFIELD, Massachusetts, last registered with SENTINEL PENSION ADVISORS INC.

How does James Michael Nestor charge for services?

James Michael Nestor'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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