Matthew Howard Mcphail
Investment adviser representative at Sentinel Pension Advisors, LLC.
22 yearsExperience
1 stateRegistered in
CFADesignation
$11.9BFirm assets
Are you Matthew Howard Mcphail? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Sentinel Pension Advisors, Inc.Sep 2004 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (MA).
Sentinel Pension Advisors, LLC.
Legal name: Sentinel Pension Advisors, LLC
$11.9BAssets managed
2,056Clients
52Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2335950
- Firm CRD
- 109901