Sentinel Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
31
Avg account
$0

Firm details

Headquarters
Wakefield, Massachusetts
CRD number
110942
Registered since
August 9, 2001

Firm profile

FINTRX

Overview

Sentinel Securities, LLC is organized as a limited liability company with ownership attributed to both a domestic entity and an individual. Public records classify the firm as unclassified and indicate it does not function as a capital allocator or as an active ESG investor. The available snapshot also notes the firm is not designated as a multi-state adviser and is not identified as a newly formed adviser, pension consultant, or related adviser. The firm has not supplied descriptive details about its client segments, fee schedules, specific business lines, or advisory activities in the source material, and there are no disclosed affiliations or activity summaries to clarify its service model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth