David Batchelder is a CFA, CFP-designated registered investment advisor, based in Wakefield, MA, with 21 years of industry experience.
Location
100 Quannapowitt Pkwy, Suite 402, Wakefield, MA, 01880
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Sentinel Securities, LLC.
November 2020 - Present · 5 yrs 5 mos
Sentinel Securities, LLC.Broker
November 2020 - Present · 5 yrs 5 mos
Sentinel Pension Advisors, LLC.
June 2015 - Present · 10 yrs 10 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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.