CRD: 109901
Sentinel Pension Advisors, Llc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-05-1998
- Office Locations
- 13
Office Locations
About Sentinel Pension Advisors, Llc.
Sentinel Pension Advisors, LLC (Sentinel Group) provides financial planning and investment management for retail and institutional clients, with planning support across budgeting, retirement, debt, emergency savings, insurance, and health-care costs. Investment approach emphasizes asset allocation and active management using vehicles such as mutual funds, fixed income, and annuities. The firm also runs ongoing client education via webinars and events.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES MICHAEL CARNEVALE
DIRECTOR, Financial Planner, President
- CRD
- #2710745
- Ownership
- Less than 5%
ROBERT MICHAEL DIMASE
DIRECTOR
- CRD
- #2196424
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
JANELLE RUTH ANDERSON
Financial Advisor, General Partner
- CRD
- #4217814
Lisa Ann Barstow
Advisor
- CRD
- #3263145
Showing 2 of 52 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,978,308,165 | $1,151,259 |
| Non-Discretionary | $8,963,622,969 | $20,097,809 |
| Total | $11,941,931,134 | $3,937,333 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing