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MD

Michael J. Dibacco

SENTINEL PENSION ADVISORS.
WAKEFIELD, MA 01880
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CRD#: 6058630
MD

Professional summary


Michael Joseph Dibacco, AIF®, CFP®, who also goes by Mike Dibacco, is a registered financial advisor currently at SENTINEL PENSION ADVISORS, LLC. located in Wakefield, Massachusetts and SENTINEL SECURITIES, LLC. located in Wakefield, Massachusetts.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mike Dibacco

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 Michael Joseph Dibacco'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®
CFP®

Start date: 2020

Experience


Current

June 16, 2015 - Present

SENTINEL PENSION ADVISORS, LLC.

Office #1: 100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880
RIA
CRD#: 109901
WAKEFIELD, MA
Current

May 1, 2015 - Present

SENTINEL SECURITIES, LLC.

Office #1: 100 Quannapowitt Pkwy Suite 300, Wakefield, MA 01880Office #2: 100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880
BD
CRD#: 110942
Wakefield, MA
Past

July 10, 2012 - April 14, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH

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".
SP
SENTINEL PENSION ADVISORS, LLC.
SENTINEL ADVISORS | SENTINEL PENSION ADVISORS, LLC. | SENTINEL PENSION ADVISORS, LLC | SENTINEL PENSION ADVISORS INC | SENTINEL GROUP | SENTINEL FINANCIAL GROUP | SENTINEL BENEFITS & FINANCIAL GROUP

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.
RR
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
Arizona
(1/4/2019)
IAR
Arkansas
(10/30/2023)
IAR
California
(8/8/2016)
IAR
Colorado
(1/3/2022)
IAR
Connecticut
(10/27/2016)
IAR
Delaware
(10/30/2023)
IAR
Florida
(2/13/2019)
IAR
Georgia
(5/26/2016)
RR
Georgia
(2/6/2023)
IAR
Idaho
(1/3/2022)
IAR
Maine
(9/6/2022)
RR
Massachusetts
(5/1/2015)
IAR
Massachusetts
(6/16/2015)
IAR
Michigan
(1/8/2019)
IAR
Missouri
(9/27/2016)
IAR
Nevada
(11/17/2023)
IAR
New Hampshire
(1/4/2016)
IAR
New Jersey
(1/4/2019)
IAR
New York
(1/3/2022)
IAR
North Carolina
(1/8/2019)
IAR
Ohio
(10/30/2023)
IAR
Oregon
(1/21/2021)
IAR
Pennsylvania
(1/4/2019)
IAR
Rhode Island
(9/28/2016)
IAR
Texas
(1/4/2016)
IAR
Virginia
(10/27/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/12/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SP
SENTINEL PENSION ADVISORS, LLC.
SENTINEL ADVISORS | SENTINEL PENSION ADVISORS, LLC. | SENTINEL PENSION ADVISORS, LLC | SENTINEL PENSION ADVISORS INC | SENTINEL GROUP | SENTINEL FINANCIAL GROUP | SENTINEL BENEFITS & FINANCIAL GROUP

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
54

SEC notice filing (46 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management


Total Number of Accounts3,113
AUM (Assets Under Management)$ 10,730,228,384

Accountant surprise examination report


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

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.

Company Information


SENTINEL PENSION ADVISORS, LLC.

CRD#: 109901Wakefield, MA 01880

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