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 a limited liability company first registered with the SEC in 2001. Ownership is recorded as a mix of a domestic entity and one or more individuals. In FINTRX’s snapshot the firm is classified as “Unclassified,” and the profile indicates it is not designated as a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant or related adviser. Public disclosures in the provided dataset are sparse: the firm did not supply details about its client segments, fee schedules, core business lines, or specific advisory activities. That limited disclosure makes it difficult to map Sentinel Securities’ target client types or service model from these records alone.
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 30Michael 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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