James
Carnevale
Sentinel Pension Advisors Inc
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About this Advisor
James Carnevale is a financial advisor based in Reading, Massachusetts, working with Sentinel Pension Advisors Inc. James has previously held positions at Sentinel Securities Inc, Sentinel Pension Advisors, and Sentinel Management Company, LLC. James has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts, New Hampshire, Rhode Island, and Texas. Currently, James is part of Sentinel Pension Advisors Inc, which operates out of Reading, Massachusetts. The firm has 12 offices and 54 employees. The firm manages assets totaling $9.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Sentinel Pension Advisors Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sentinel Pension Advisors Inc Brokerage Details
$9,011,646,599
54
2,794
$3,225,357
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
James Carnevale Work History
Sentinel Management Company, LLC
Sentinel Pension Advisors
Sentinel Securities Inc
Disclosures
Please visit the SEC profile of James Carnevale to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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