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Paladin Research Report For:

Sentinel Financial Group, LLC.

CFP®
909 Rose Ave
Suite 400
Rockville, MD 20852
301-779-5801

About Sentinel Financial Group, LLC.

We are a boutique private wealth management firm dedicated to serving high net worth individuals and institutional investors. We offer independent wealth management, comprehensive financial planning, and tailored investment management services to individuals and small businesses.

See Disclosures

General Information

Firm Start Year
  • 2021
No. of Employees
  • 2-4
CRD#
  • 7406005
Firm CRD#
  • 7717
Insurance License#
  • 21270742
Name of Broker/Dealer
  • Independant Financial Group, LLC.
Name of Custodial Firm
  • Charles Schwab and Co.
States Licensed in
  • MD, FL, NY, DC, VA, CA, NJ
Years of Experience in Financial Services
  • 20
Number of Years with Current Firm
  • 4
Work with the following types of clients
  • Individual Investors, Businesses
Foreign Languages Serviced
  • English, Hebrew
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 7, Series 66
Insurance and Annuity Licenses
  • Annuity, Variable Life, Long Term Care, Variable Annuity, Life

Firm Information

Firm's Number of Clients
  • 60
Assets Managed by Firm
  • $80,000,000
Advisor's Number of Clients
  • 60
Assets Managed by Advisor
  • $80,000,000

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $0
Compensation Methods
  • Based on Assets
Fee % Based on Assets
  • 1.1%
Additional Details on Charges
  • We are solely fee based on assets under management. No hourly charges so feel free to contact us at anytime.

Education

Bachlor of Science - Finance

Towson
01/01/2002 -01/01/2005

Professional Development Certificate - Financial Planning

Georgetown University
01/01/2011 -12/31/2011

Bachlor of Science - Finance

Syracuse University
08/01/2018 -08/01/2022

Bachlor of Science - Entrepreneurship and Emerging Enterprises

Syracuse University
08/01/2018 -08/01/2022

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893150/paladinregistry-Sentinel-Financial-Group,-LLC.-detailed-disclosure.html

Disclaimer

Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Sentinel Financial Group and IFG are unaffiliated entities. Electronic communications are not necessarily confidential and may not be delivered or received reliably. Therefore, do not send orders to buy or sell securities or other instructions related to your accounts via e-mail. The material contained herein is confidential and intended for the addressed recipient. If you are not the intended recipient for this message, any review, dissemination, distribution or duplication of this email is strictly prohibited. Please contact the sender immediately if you have received this message in error.