SENTINEL PENSION ADVISORS INC

WAKEFIELD, Massachusetts·5 registered advisors·CRD# 109901
SEC# 801-5578310781-914-1450
01

Firm Overview

AUM
$9.0B
Regulatory assets under management
Employees
54
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SENTINEL PENSION ADVISORS INC

5 registered advisors
James Michael Carnevale
WAKEFIELD, Massachusetts
James Michael Nestor
WAKEFIELD, Massachusetts
John Anthony Carnevale
WAKEFIELD, Massachusetts
Marc Todd Caras
READING, Massachusetts
Robert Michael Dimase
WAKEFIELD, Massachusetts
05

Office Locations

WAKEFIELD, Massachusetts
4 advisors
READING, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. SENTINEL PENSION ADVISORS INC (CRD# 109901) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.