Matthew H. Mcphail

SENTINEL PENSION ADVISORS.

WAKEFIELD, MA 01880

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CRD#: 2335950

Professional summary

Matthew Howard Mcphail, AIF®, who also goes by Matt Mcphail, is a registered financial advisor currently at SENTINEL PENSION ADVISORS, LLC. located in Wakefield, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Matthew has worked at 3 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Mcphail

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Howard Mcphail's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

April 10, 2006 - Present

SENTINEL PENSION ADVISORS, LLC.

Office #1: 100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880

RIA

CRD#: 109901

WAKEFIELD, MA

Past

September 24, 1999 - September 16, 2004

CABOT WEALTH MANAGEMENT

RIA

CRD#: 107327

SALEM, MA

Past

April 29, 1993 - May 3, 1995

DEAM INVESTOR SERVICES, INC.

CRD#: 754

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SENTINEL PENSION ADVISORS, LLC.

CRD#: 109901 / SEC#: 801-55783

RIA

Registered Investment Advisory firm - (8/5/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(4/10/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/5/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/28/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SENTINEL PENSION ADVISORS, LLC.

CRD#: 109901 / SEC#: 801-55783

RIA

Registered Investment Advisory firm - (8/5/1998 Approved)

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Contact information

Main Address

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880

Mailing Address

Phone number

(781) 914-1450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SENTINEL PENSION ADVISORS WRAP BROCHURE 3.31.2025 (6/9/2025)

SENTINEL PENSION ADVISORS FORM ADV PART 2 3.31.2025 (4/18/2025)

Regulatory assets under management

Total Number of Accounts	3,113
AUM (Assets Under Management)	$ 10,730,228,384

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/25/2025	Cover Page	Report
09/23/2024	Cover Page	Report
10/23/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew H. Mcphail

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Howard Mcphail's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENTINEL PENSION ADVISORS, LLC.

CABOT WEALTH MANAGEMENT

DEAM INVESTOR SERVICES, INC.

Primary Firm SEC Registration

SENTINEL PENSION ADVISORS, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/5/1993

Series 6

Date: 4/28/1993

Current Firm

SENTINEL PENSION ADVISORS, LLC.

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SENTINEL PENSION ADVISORS, LLC.

TRUST BUT VERIFY

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