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Gennaro M Cicalese

Investment adviser representative at Sentinel Pension Advisors, LLC.
14 yearsExperience
2 statesRegistered in
$11.9BFirm assets
28 yearsFirm in business

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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

14 years in the industry.

  1. Sentinel Pension Advisors, LLC.Apr 2022 to now
  2. Sentinel Benefits & Financial GroupJan 2012 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (FL, NC).

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
6375825
Firm CRD
109901
Advisor's SEC record (opens in a new tab)
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