SENTINEL SECURITIES, LLC.
Firm details
- Headquarters
- WAKEFIELD, Massachusetts
- CRD number
- 110942
- Registered since
- August 9, 2001
- Website
- ssi.netxinvestor.com
Firm profile
FINTRXOverview
Sentinel Securities, LLC is organized as a limited liability company and appears in SEC records with an initial registration year of 2001. Ownership is reported as a mix of a domestic entity and an individual. The firm is classified in FINTRX as "unclassified" rather than under a specific advisory model. Available metadata flags Sentinel Securities as not acting as a capital allocator, not a multi-state adviser, not an active ESG investor, and not a pension consultant or related adviser. FINTRX does not provide descriptive entries for the firm’s advisory services, fee schedule, client segments, or investment process, so there is no published summary here of how the firm positions itself or the client types it targets.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DOUGLAS DUSTIN JR
CFO, PartnerCRD 5790881
Contacts
3 of 29MICHAEL DIBACCO
Financial PlannerCRD 6058630
LAWRENCE RAYMOND
PresidentCRD 812097
MATTHEW CLEARY
Financial PlannerCRD 5513470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WAKEFIELD, MA
MIDDLESEX
Location
WAKEFIELD, MA
Headquartered in WAKEFIELD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 100 Quannapowitt Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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