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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

MATTHEW Edward CLEARY

Advisor at SENTINEL PENSION ADVISORS, LLC.

WAKEFIELD, MA

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Search this name across graphsid dfx:ria:69cbebc3-290f-ccdd-9426-1a7edf53e8d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 18, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SENTINEL PENSION ADVISORS, LLC.
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 15, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 27
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 15, 2011
First registration: Jul 18, 2011
Dual registered: yes, broker-dealer
Other names: MATTHEW EDWARD CLEARY|MATTHEW CLEARY|MATTHEW E CLEARY
IAPD individual key: 5513470

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SENTINEL PENSION ADVISORS, LLC.	Institutional manager	Nov 21, 2023	n/a	yes	WAKEFIELD, MA	Current employment
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Dec 24, 2019	Aug 15, 2023	no	Boston, MA\|Boston, MA\|ARLINGTON, VA	Previous registration
FINIVI INC.	Independent wealth	Aug 15, 2019	Dec 6, 2019	no	WESTBOROUGH, MA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Aug 29, 2016	Aug 14, 2019	no	Boston, MA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Aug 29, 2016	Aug 14, 2019	no	BOSTON, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 18, 2011	Aug 10, 2016	no	SOMERVILLE, MA\|BOSTON, MA\|RIVERSIDE, RI\|BOSTON, MA\|NEWTON, MA\|BOSTON, MA\|BRIGHTON, MA\|NEWTON, MA\|WELLESLEY, MA\|RIVERSIDE, RI\|RIVERSIDE, RI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E*TRADE CAPITAL MANAGEMENT, LLC	SENTINEL PENSION ADVISORS, LLC.	Aug 15, 2023	Nov 21, 2023	98	Firm change	Other
FINIVI INC.	E*TRADE CAPITAL MANAGEMENT, LLC	Dec 6, 2019	Dec 24, 2019	18	Firm change	RIA to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	FINIVI INC.	Aug 14, 2019	Aug 15, 2019	1	Firm change	RIA to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Aug 14, 2019	Aug 29, 2016	-1,080	Channel change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TD AMERITRADE, INC.	Aug 10, 2016	Aug 29, 2016	19	Firm change	Other

Relationships

Registered with (6)

→ SENTINEL PENSION ADVISORS, LLC.Registered adviserregistration: current employment
Nov 21, 2023 to presentfactForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 24, 2019 to Aug 15, 2023factForm ADV
→ FINIVI INC.Registered adviserregistration: previous registration
Aug 15, 2019 to Dec 6, 2019factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 29, 2016 to Aug 14, 2019factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Aug 29, 2016 to Aug 14, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 18, 2011 to Aug 10, 2016factForm ADV

Dated events

Occurred
Aug 15, 2023
Advisor changed firm
Matthew Edward Cleary left E*Trade Capital Management, Llc for Sentinel Pension Advisors, Llc. (registered 2023-11-21)
Form ADVobserved 4 days ago