Nicholas Joseph
Investment adviser representative at Sentinel Wealth Management, Inc.
11 yearsExperience
2 statesRegistered in
$388.8MFirm assets
24 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sentinel Wealth Management, Inc.Apr 2026 to now
- Ernst & Young LLPJan 2021 to Apr 2026
- UnemployedMay 2020 to Dec 2020
- University of VirginiaAug 2019 to May 2020
- Ernst & Young LLPJun 2019 to Aug 2019
- UnemployedMay 2019 to Jun 2019
- James Madison UniversityAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Sentinel Wealth Management, Inc.
$388.8MAssets managed
97Clients
2Advisers
24 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
- 8261402
- Firm CRD
- 122235