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Annmarie Dever

SENTINEL SECURITIES, LLC.
Wakefield, MA
·CRD# 5924587·15 years experience

Professional Summary

Annmarie Dever is a registered financial advisor currently at SENTINEL SECURITIES, LLC. located in Wakefield, Massachusetts. Annmarie is registered as a RR (Registered Representative) and started their career in finance in 2014. Annmarie has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

SENTINEL SECURITIES, LLC.·CRD# 110942
BD
1. 100 Quannapowitt Pkwy Suite 300, Wakefield, MA 018802. 100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880
July 18, 2011 - Present
SENTINEL PENSION ADVISORS, LLC.·CRD# 109901
RIA
Wakefield, MA
May 27, 2014 - July 1, 2020

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Current Firm

SS
SENTINEL SECURITIES, LLC.

SENTINEL SECURITIES, INC. | SENTINEL SECURITIES, LLC.

CRD#: 110942 / SEC#: 8-53142
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880

Mailing Address

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880

Phone Number

(781) 914-1254

Established

Delaware since 03/25/2025

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (50 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
NEW SENTINEL HOLDCO, LLCMEMBER—
CARNEVALE, JAMES MICHAELPRESIDENT2710745
DIMASE, ROBERT MICHAELDIRECTOR2196424
DUSTIN JR, DOUGLAS KCCO5790881
DUSTIN JR, DOUGLAS KFINOP / CFO5790881

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Massachusetts
(8/26/2011)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2014About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2011About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2011About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Mar 2013About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Annmarie Dever's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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