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Detailed Report
JULIE DORAN STEWART
JULIE B DORAN, JULIE Beth DORAN, Julie Doran Stewart
CRD#: 4638573
IA
Investment Adviser
SENTINEL PENSION ADVISORS INCCRD#: 109901 100 QUANNAPOWITT PKWY
SUITE 300
WAKEFIELD, MA 01880
Registration History
20162017201820192020202120222023202420252026IASENTINEL PENSION ADVISORS INC (CRD# 109901)2016 - Present (8 years)
License(s)

State Registrations

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Connecticut 1/2/2018
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Michigan 1/5/2022
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Maine 3/28/2022
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New York 1/3/2022
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Massachusetts 11/29/2016
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Virginia 1/2/2025
Current Registration(s)
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SENTINEL PENSION ADVISORS INC (CRD#:109901)
100 QUANNAPOWITT PKWY SUITE 300, WAKEFIELD, MA 01880
Registered with this firm since 11/29/2016
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.