SENTINEL SECURITIES, LLC.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
30
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 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

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

1 of 1
  • DOUGLAS DUSTIN JR

    CFO, PartnerCRD 5790881

Contacts

3 of 29
  • MICHAEL DIBACCO

    Financial PlannerCRD 6058630

  • LAWRENCE RAYMOND

    PresidentCRD 812097

  • MATTHEW CLEARY

    Financial PlannerCRD 5513470

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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