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SENTINEL PENSION ADVISORS, LLC.

WAKEFIELD, MA · CRD 109901 · IAPD ↗ · 781-914-1361

$11.94BRegulatory AUM
48Advisory reps
53Employees
0Clients
0Planning clients
0Private funds
46States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — SENTINEL PENSION ADVISORS, LLC. added office(s): 21 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
July 2025 — SENTINEL PENSION ADVISORS INC is now doing business as SENTINEL PENSION ADVISORS, LLC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2025 — SENTINEL PENSION ADVISORS INC added office(s): 10 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — SENTINEL PENSION ADVISORS INC notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — SENTINEL PENSION ADVISORS INC added office(s): 2 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
March 2024 — SENTINEL PENSION ADVISORS INC changed its website from sentinelgroup.com to sbgi.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.