Partner, CCO · Sentinel Advisory Group, LLC
Peter R. Shulla
CRD 5056484 · Named on Form ADV at one SEC-registered adviser
At a glance
Sentinel Advisory Group, LLC, an SEC-registered wealth manager based in Middleton, WI with $321 million in regulatory assets, lists Peter R. Shulla on its Form ADV as Partner, CCO, a control person.
Firms and roles
- Sentinel Advisory Group, LLCPartner, CCOWealth manager · Middleton, WI · $321M in regulatory assets
AtlasMembers
Peter’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brenton L. CashorePartner, Sentinel Advisory Group, LLC
- Nathan F. KeelingPartner, Sentinel Advisory Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.