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 and is listed as SEC-registered since 2001. FINTRX identifies the ownership as a combination of a domestic entity and an individual and classifies the firm as unclassified for its internal taxonomy. The database flags the firm as not being a capital allocator and not an active ESG investor. Sentinel Securities is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Several routine fields in the FINTRX snapshot — including fee structure, client base, business activities, and advisory activities — are not populated for this firm, and the firm also has not supplied information about activities or affiliations through the FINTRX feed.
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 29
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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