Matthew Edward Cleary
Investment adviser representative at Sentinel Pension Advisors, LLC.
7 yearsExperience
27 statesRegistered in
CFP® certificationDesignation
$11.9BFirm assets
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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
7 years in the industry.
- Sentinel Pension Advisors, LLC.Nov 2023 to now
- Sentinel GroupNov 2023 to now
- E*trade Capital Management LLCDec 2019 to now
- E*trade Securities LLCDec 2019 to now
- Morgan StanleyMar 2023 to Nov 2023
- Finivi IncAug 2019 to Dec 2019
- Triad AdvisorsAug 2019 to Dec 2019
- TD AmeritradeJul 2016 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 27 states (AL, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, WI, WV).
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
- 5513470
- Firm CRD
- 109901