William Valk
Investment adviser representative at Sentinel Pension Advisors, LLC.
13 yearsExperience
2 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
13 years in the industry.
- Sentinel Pension Advisors, Inc.Mar 2025 to now
- Sentinel Securities, LLC.Mar 2025 to now
- Capfinancial Partners LLC (captrust)Sep 2022 to now
- Capfinancial Securities LLCSep 2022 to now
- Nomura SecuritiesSep 2019 to Aug 2022
- Schroders Asset ManagementAug 2018 to Sep 2019
- Hps Investment PartnersOct 2017 to May 2018
- Plandome Country ClubMay 2014 to Oct 2018
- Sundown Ski and SnowSep 2013 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MA, NY).
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
- 7179252
- Firm CRD
- 109901