DFX Intelligence
Advisors
Advisors registered through Sentinel Pension Advisors, LLC.
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Nikhil Aidan Stiff dual registrant | Sentinel Pension Advisors, LLC. institutional | Wakefield, Ma | Mar 27, 2024 | 10 y | 1 | 1 |
| Michael Philip Svolos | Sentinel Pension Advisors, LLC. institutional | Wakefield, Ma | Oct 29, 2024 | 12 y | 0 | 1 |
| William Valk Certified Financial Planner · dual registrant | Sentinel Pension Advisors, LLC. institutional | Wakefield, Ma | Apr 2, 2025 | 13 y | 1 | 2 |
| A••••••• F•••••••• W••••• | S••••••• P•••••• A•••••••• L••• institutional | Wakefield, Ma | Jan 10, 2022 | 15 y | 0 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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54 advisors match.