EG
EG

Eileen Faye Greenspan

13 Years of Experience
Areas of Practice
Investment Management
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
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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.

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Employment History
Current Registrations
Sentinel Pension Advisors, LLC.
April 2012 - Present · 13 yrs 10 mos
State Registrations11 states
AZCACTFLILKYMDNHNJNYPA
Advisor
Exams
No exam information available for this advisor.