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 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
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 30
Jesse Malik
Investment Adviser RepresentativeCRD 5348963

David Batchelder
Senior Investment OfficerCRD 4451296

Timothy Payne
VP, Financial PlannerCRD 3263379
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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