Kimberly Mary Pepoli
Investment adviser representative at Sentinel Pension Advisors, LLC.
9 yearsExperience
12 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
9 years in the industry.
- Sentinel Pension Advisors, LLC.Mar 2023 to now
- Sentinel Benefits & Financial GroupOct 2022 to now
- UnemployedSep 2022 to Oct 2022
- Putnam Investments/putnam Retail ManagementJun 2021 to Sep 2022
- Tmmc, Inc.Jun 2020 to Aug 2020
- Sentinel Benefits & Financial GroupMay 2019 to Aug 2019
- Sentinel Benefits & Financial GroupDec 2018 to Jan 2019
- Top Home Team Re/max Reality ExpertsJun 2018 to Aug 2018
- Sentinel Benefits & Financial GroupMay 2018 to Aug 2018
- University of New HampshireAug 2017 to May 2021
- UnemployedJun 2017 to Aug 2017
- North Andover Youth and Recreation ServicesApr 2015 to Jun 2017
- North Andover High SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 12 states (AL, CT, DC, FL, MA, MD, MI, NY, RI, TX, VA, WY).
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
- 7396766
- Firm CRD
- 109901