Daniel Bernardo

CFP

Sentinel Pension Advisors INC

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Sentinel Pension Advisors INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

49 advisors

Number of Clients

2,281 clients

Average Client Portfolio

$4.7M average

Assets Under Management

$10.7B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

100 Quannapowitt Pkwy, Suite 402, Wakefield, MA, 01880

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sentinel Pension Advisors, LLC.

January 2012 - Present · 14 yrs 1 mo

Sentinel Securities, LLC.Broker

October 2011 - Present · 14 yrs 4 mos

Sentinel Securities, LLC.

October 2011 - Present · 14 yrs 4 mos

State Registrations23 states

AZCACOFLGAILLAMAMDMEMIMONCNHNJNYOHORPARISCTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.