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James William O'Brien

Sentinel Pension Advisors Inc.

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About James William O'Brien

James William O'Brien is an investment advisor representative associated with Sentinel Pension Advisors Inc. James holds a Series 63 and Series 65 license and the Series 6 exam. James has been working in the financial services industry since 2012.

Firm Information

James O'Brien is currently registered with Sentinel Pension Advisors Inc.. Sentinel Pension Advisors Inc. is a financial advisor based in Wakefield, Massachusetts. The firm manages approximately $1 billion - $10 billion in assets and serves individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. They offer a variety of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm also participates in a wrap fee program.
Sentinel Pension Advisors Inc.

100 QUANNAPOWITT PKWY

WAKEFIELD, MA 01880

$9.01B

Assets Under Management

2

Total Clients

51

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions

Credit and cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing on eligible credit and cash management solutions

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James O'Brien’s Registration & Firm History

CT

03/29/2024 - Present

Sentinel Pension Advisors Inc. (West Hartford CT)

CT

10/31/2012 - 04/18/2013

MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)

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Licenses & Designations

IA

Issued 03/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James William O'Brien.
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