Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Sentinel Asset Management, LLC financial advisors in Wallingford, CT

Every SEC-registered investment adviser representative at a Sentinel Asset Management, LLC office in Wallingford, A to Z.

The short answer

3 registered advisors work at Sentinel Asset Management, LLC in Wallingford, out of 7 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Sentinel Asset Management, LLC advisors in Wallingford, A to Z

Every Sentinel Asset Management, LLC advisor →

Sentinel Asset Management, LLC advisors in other cities

Fulton, MD 1Maple Lawn, MD 1Villanova, PA 1Westport, CT 1

Other firms in Wallingford

All Wallingford advisors →

LPL Financial LLC 8Cetera Investment Advisers LLC 4Raymond James Financial Services Advisors, Inc. 4

Questions

How many financial advisors does Sentinel Asset Management, LLC have in Wallingford?

3 investment adviser representatives are registered at Sentinel Asset Management, LLC offices in Wallingford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Sentinel Asset Management, LLC one of the largest advisor employers in Wallingford?

Sentinel Asset Management, LLC ranks number 4 in Wallingford by registered advisors; LPL Financial LLC has the most, with 8.

How do I check a Sentinel Asset Management, LLC advisor in Wallingford?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sentinel Asset Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.