SENTINEL PENSION ADVISORS INC

WAKEFIELD, Massachusetts·4 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
4
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

4 registered advisors
James Michael Carnevale
WAKEFIELD, Massachusetts
CFP
James Michael Nestor
WAKEFIELD, Massachusetts
Marc Todd Caras
READING, Massachusetts
Robert Michael Dimase
WAKEFIELD, Massachusetts
05

Office Locations

WAKEFIELD, Massachusetts
3 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.