Matthew E. Cleary

SENTINEL PENSION ADVISORS.

WAKEFIELD, MA 01880

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CRD#: 5513470

Professional summary

Matthew Edward Cleary, who also goes by Matthew E Cleary, Matthew Edward Cleary, Matthew Cleary, is a registered financial advisor currently at SENTINEL PENSION ADVISORS, LLC. located in Wakefield, Massachusetts and SENTINEL SECURITIES, LLC. located in Wakefield, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Matthew has worked at 12 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew E Cleary | Matthew Edward Cleary | Matthew Cleary

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 Edward Cleary'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®

None

Experience

Current

November 21, 2023 - Present

SENTINEL PENSION ADVISORS, LLC.

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

RIA

CRD#: 109901

WAKEFIELD, MA

Current

November 15, 2023 - Present

SENTINEL SECURITIES, LLC.

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

CRD#: 110942

WAKEFIELD, MA

Past

March 14, 2023 - August 15, 2023

MORGAN STANLEY

CRD#: 149777

Boston, MA

Past

December 24, 2019 - August 15, 2023

HARRISDIRECT LLC

RIA

CRD#: 42159

Boston, MA

Past

December 16, 2019 - August 15, 2023

E*TRADE SECURITIES LLC

CRD#: 29106

Boston, MA

Past

August 26, 2019 - December 6, 2019

TRIAD ADVISORS LLC

CRD#: 25803

Westborough, MA

Past

August 15, 2019 - December 6, 2019

FINIVI INC.

RIA

CRD#: 292329

WESTBOROUGH, MA

Past

August 29, 2016 - August 14, 2019

TD AMERITRADE, INC.

RIA

CRD#: 7870

BOSTON, MA

Past

August 29, 2016 - August 14, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Boston, MA

Past

August 19, 2016 - August 14, 2019

TD AMERITRADE, INC.

CRD#: 7870

BOSTON, MA

Past

July 18, 2011 - August 10, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LINCOLN, RI

Past

December 23, 2010 - August 10, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LINCOLN, RI

Past

February 18, 2010 - September 16, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WALTHAM, MA

Past

April 16, 2009 - October 9, 2009

NYLIFE SECURITIES LLC

CRD#: 5167

WALTHAM, MA

Past

July 23, 2008 - November 19, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WORCESTER, MA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Alabama
(7/2/2024)

IAR

California
(2/8/2024)

IAR

Colorado
(3/12/2025)

IAR

Connecticut
(3/25/2024)

IAR

District of Columbia
(3/25/2024)

IAR

Florida
(3/5/2025)

IAR

Georgia
(3/21/2025)

IAR

Illinois
(1/9/2025)

IAR

Kentucky
(10/23/2024)

IAR

Maine
(3/4/2025)

IAR

Maryland
(4/24/2024)

Massachusetts
(11/15/2023)

IAR

Massachusetts
(11/21/2023)

IAR

Michigan
(3/4/2025)

IAR

New Hampshire
(8/13/2024)

IAR

New Jersey
(1/23/2024)

IAR

New Mexico
(5/22/2024)

IAR

New York
(1/2/2024)

IAR

North Carolina
(4/16/2025)

IAR

Pennsylvania
(4/9/2024)

IAR

South Carolina
(3/4/2025)

IAR

Texas
(1/2/2025)

IAR

Virginia
(2/4/2025)

IAR

West Virginia
(3/25/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/15/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/22/2008

General Securities Representative Examination

SRO Registrations

FINRA

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 E. Cleary

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edward Cleary's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENTINEL SECURITIES, LLC.

MORGAN STANLEY

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

TRIAD ADVISORS LLC

FINIVI INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NYLIFE SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SENTINEL PENSION ADVISORS, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/15/2011

SIE

Date: 10/1/2018

Series 7

Date: 7/22/2008

FINRA

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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