Gennaro M Cicalese

Sentinel Pension Advisors INC

3 Years of Experience

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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

17731 Palmsite Drive, Lakewood Ranch, FL, 34202

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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.

April 2022 - Present · 3 yrs 10 mos

State Registrations2 states

FLNC

Advisor

Exams

No exam information available for this advisor.