Sarah E Stevens
Investment adviser representative at Sentinel Pension Advisors, LLC.
15 yearsExperience
10 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
15 years in the industry.
- Sentinel Pension Advisors, LLC.Jun 2021 to now
- InstacartOct 2020 to Jun 2021
- Tropical SmoothieAug 2020 to Oct 2020
- Clinton Twp Assessing DeptMay 2019 to Aug 2019
- Brody CafeSep 2018 to Oct 2019
- Clinton Twp Assessing DeptMay 2018 to Aug 2018
- Kristina's CateringJan 2018 to Dec 2019
- Mcdonald'sJun 2016 to Dec 2017
- StudentAug 2011 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 10 states (GA, MD, MI, MO, NV, NY, OH, OR, PA, WA).
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
- 7455525
- Firm CRD
- 109901