Erlind Shehu

SENTINEL PENSION ADVISORS.

Troy, MI 48084

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CRD#: 8017461

Professional summary

Erlind Shehu is a registered financial advisor currently at SENTINEL PENSION ADVISORS, LLC. located in Troy, Michigan.

Erlind is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Erlind has worked at 2 firms and has passed the Series 66, Series 31, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Erlind Shehu'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

August 26, 2025 - Present

SENTINEL PENSION ADVISORS, LLC.

Office #1: 3001 W Big Beaver Rd Ste 120, Troy, MI 48084

RIA

CRD#: 109901

Troy, MI

Past

January 16, 2025 - May 8, 2025

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

TROY, MI

Past

December 23, 2024 - May 8, 2025

EQUITABLE ADVISORS, LLC

CRD#: 6627

TROY, MI

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

Connecticut
(10/14/2025)

IAR

Michigan
(8/26/2025)

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

IAR

Series 66

Date: 11/25/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 3/1/2025

Futures Managed Funds Examination

General Industry/Product Exam

Series 7TO

Date: 12/21/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/5/2024

Securities Industry Essentials 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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Firm Stability Insights

Erlind Shehu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erlind Shehu's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

SENTINEL PENSION ADVISORS, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/25/2024

Series 31

Date: 3/1/2025

Series 7TO

Date: 12/21/2024

SIE

Date: 11/5/2024

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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