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CFA · CFP
DB
CFA · CFP

David Alexander Batchelder

Sentinel Pension Advisors INC
21 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Sentinel Pension Advisors INC
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

Location

100 Quannapowitt Pkwy, Suite 402, Wakefield, MA, 01880

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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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Employment History
Current Registrations
Sentinel Securities, LLC.
November 2020 - Present · 5 yrs 3 mos
Sentinel Securities, LLC.Broker
November 2020 - Present · 5 yrs 3 mos
Sentinel Pension Advisors, LLC.
June 2015 - Present · 10 yrs 8 mos
Previous Registrations
H. Beck, INC.
March 2012 - March 2015 · 3 yrs
Mackensen & CO INC
March 2004 - September 2011 · 7 yrs 6 mos
State Registrations3 states
FLMANH
Advisor
Exams
No exam information available for this advisor.