JC
CFP
JC
CFP

James Michael Carnevale

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,281 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$10.7B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

55 Walkers Brook Drive, Reading, MA, 01867

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James is a member of Sentinel Management Company LLC, a management company, since 2007. He spends full-time performing management services for several companies, including Sentinel Securities, Sentinel Pension Advisors, Sentinel Benefits Group, Sentinel Insurance Agency, and Acorn Insurance Agency.

Employment History
Current Registrations
Sentinel Pension Advisors, LLC.
July 2002 - Present · 23 yrs 7 mos
Sentinel Securities, LLC.
August 2001 - Present · 24 yrs 6 mos
Sentinel Securities, LLC.Broker
August 2001 - Present · 24 yrs 6 mos
Previous Registrations
Brewster Securities INC.Broker
March 2000 - February 2001 · 11 mos
Metlife Securities INC.Broker
April 1996 - July 1999 · 3 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
April 1996 - July 1999 · 3 yrs 3 mos
State Registrations12 states
CTDCFLILMAMEMINHNJNYRITX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.