DJ
DJ

Douglas K Dustin JR

9 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

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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Other Business ActivitiesSells Insurance

Douglas is the CFO for Sentinel Group and a member of Sentinel Management Company LLC, a management company. He dedicates full-time hours providing management services for various Sentinel entities, including Sentinel Insurance Agency and Acorn Insurance Agency; he is also the sole shareholder and President of D23 Inc., which provides Douglas's management services to Sentinel Management Company LLC.

Employment History
Current Registrations
Sentinel Pension Advisors, LLC.
May 2018 - Present · 7 yrs 9 mos
Sentinel Securities, LLC.
May 2017 - Present · 8 yrs 9 mos
Sentinel Securities, LLC.Broker
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
July 2010 - September 2011 · 1 yr 2 mos
Morgan Stanley Smith BarneyBroker
July 2010 - September 2011 · 1 yr 2 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Douglas K Dustin Jr - Financial Advisor | TrueAdvisor