James Halsey Dailey

Sentinel Pension Advisors INC

11 Years of Experience

Broker

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.

Employment History

Current Registrations

Sentinel Pension Advisors, LLC.

January 2023 - Present · 3 yrs 1 mo

Sentinel Securities, LLC.

January 2023 - Present · 3 yrs 1 mo

Sentinel Securities, LLC.Broker

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Sentinel Pension Advisors INC

September 2013 - August 2022 · 8 yrs 11 mos

Sentinel Securities, INC.Broker

August 2013 - August 2022 · 9 yrs

State Registrations13 states

CTMAMDMIMONCNJNVNYORTXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.