Sentinel Securities, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
31
Avg account
$0

Firm details

Headquarters
Wakefield, Massachusetts
CRD number
110942
Registered since
August 9, 2001

Firm profile

FINTRX

Overview

Sentinel Securities, LLC is a limited liability company first registered with the SEC in 2001. Ownership is recorded as a mix of a domestic entity and one or more individuals. In FINTRX’s snapshot the firm is classified as “Unclassified,” and the profile indicates it is not designated as a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant or related adviser. Public disclosures in the provided dataset are sparse: the firm did not supply details about its client segments, fee schedules, core business lines, or specific advisory activities. That limited disclosure makes it difficult to map Sentinel Securities’ target client types or service model from these records alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Douglas Dustin Jr

    Douglas Dustin Jr

    CFO, PartnerCRD 5790881

Contacts

3 of 30
  • Michael Dibacco

    Michael Dibacco

    Financial PlannerCRD 6058630

  • Lawrence Raymond

    PresidentCRD 812097

  • Matthew Cleary

    Matthew Cleary

    Financial PlannerCRD 5513470

Unlock 27 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wakefield, MA

Middlesex

Location

Wakefield, MA

Headquartered in Wakefield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
100 Quannapowitt Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth