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 listed as both a domestic entity and an individual. The firm is classified as "Unclassified" in the available snapshot. The profile records indicate the firm is not a capital allocator, does not identify as an active ESG investor, and is not designated a pension consultant or related adviser. Additional operational attributes flagged in the snapshot include that the firm is not identified as a multi-state adviser and is not newly formed. Publicly available detail on the firm’s investment approach, fee schedules, client segments, or specific advisory activities is minimal in the source data. That lack of descriptive information limits what can be reliably stated about their target clients or portfolio construction from this dataset alone.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Douglas Dustin Jr

    Douglas Dustin Jr

    CFO, PartnerCRD 5790881

Contacts

3 of 30
  • Jesse Malik

    Jesse Malik

    Investment Adviser RepresentativeCRD 5348963

  • David Batchelder

    David Batchelder

    Senior Investment OfficerCRD 4451296

  • Timothy Payne

    Timothy Payne

    VP, Financial PlannerCRD 3263379

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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