AdvisorOS Directory
Claim Profile
Unclaimed Profile
PP

Philip Guy Partridge

SENTINEL ASSET MANAGEMENT, INC.·MONTPELIER, Vermont
SIE, Series 7, Series 24, Series 27, Series 99TOClean recordSENTINEL ASSET MANAGEMENT, INC.
ONE NATIONAL LIFE DRIVE, MONTPELIER, VT 05604CRD# 3099017Firm CRD# 109396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Guy Partridge · MONTPELIER, VT
Registration
CRD #3099017 · SENTINEL ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NLG CAPITAL, INC.
CRD 109396 · SEC 801-57721
AUM
$35.9B
Regulatory assets under management
Employees
43
8 client accounts
Services offered by NLG CAPITAL, INC.
Per Form ADV
Selection of other advisers
Security ratings or pricing services
View all advisors at NLG CAPITAL, INC. →
Introduction

Speak with Philip

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Philip is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MONTPELIER?

Browse all registered financial advisors in MONTPELIER, Vermont or claim this profile if it's yours.

Browse MONTPELIER AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Philip Guy Partridge offer?
Philip Guy Partridge specializes in Wealth Management. Contact their office in MONTPELIER, Vermont for a consultation.
What are Philip Guy Partridge's credentials?
Philip Guy Partridge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Guy Partridge located?
Philip Guy Partridge is based in MONTPELIER, Vermont, working with SENTINEL ASSET MANAGEMENT, INC.. Their office serves clients in the MONTPELIER metropolitan area and surrounding communities.
How does Philip Guy Partridge charge for services?
Philip Guy Partridge's firm is compensated through other: at cost to an affiliate. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SENTINEL ASSET MANAGEMENT, INC.?
SENTINEL ASSET MANAGEMENT, INC. has approximately 43 employees and manages $35.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SENTINEL ASSET MANAGEMENT, INC.

Timothy Van Ryder
MONTPELIER, VT

More Advisors in MONTPELIER, Vermont

Michael Adam Bravin
KDP ASSET MANAGEMENT INC·MONTPELIER, VT
Shukri Khader
EQUITY SERVICES, INC.·MONTPELIER, VT
Ataollah Azarshahi
EQUITY SERVICES, INC.·MONTPELIER, VT
Evan Isaiah Pemberton
MAPLE CAPITAL MANAGEMENT, INC.·MONTPELIER, VT
Lance Alan Reihl
EQUITY SERVICES, INC.·MONTPELIER, VT
Frances Tierno
EQUITY SERVICES, INC.·MONTPELIER, VT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Vermont
BURLINGTON (28)SOUTH BURLINGTON (16)MANCHESTER (11)WILLISTON (8)NORWICH (7)BRATTLEBORO (5)WHITE RIVER JUNCTION (4)SHELBURNE (4)BENNINGTON (3)ESSEX JUNCTION (3)
City Guides
BURLINGTON GuideSOUTH BURLINGTON GuideMANCHESTER GuideWILLISTON GuideNORWICH Guide
Research
Advisor Fees in VermontNational Fee Analysis
Request removal of this profile