logo
logo
    Home  > Financial Advisor Directory > maryland > rockville
    badge
    seller-logo

    Paladin Research Report For:

    Sentinel Financial Group, LLC.

    CFP®
    909 Rose Ave
    Suite 400
    Rockville, MD 20852
    301-779-5801
    Visit Website
    https://www.sentinelfinancial-llc.com/

    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.

    Paladin Advisors

    PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

    Connect with us

    • Office Address
      12150 Monument Drive, Suite 700
      Fairfax, VA, 22033
    • Telephones
      Tel: 703-651-2060
      Fax: 703-259-4487
    • Social Networks

    Learn More

    Copyright 2025 Paladin Registry. All rights reserved.