Gregory Pezza (CRD# 7441878) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 2 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sentinel Pension Advisors, Inc. | Wakefield, MA | Aug 2021 - Current | 2 |
| Material Sand, Stone & Concrete Corp | North Smithfield, RI | May 2014 - Aug 2021 | 7 |
| On Deck Sports | Braintree, MA | Jan 2021 - Jan 2021 | < 1 |
| Daversa Partners | Waterford, CT | Jun 2019 - Oct 2019 | < 1 |
| National Hockey Training | Sheffield, MA | Jun 2017 - Aug 2019 | 2 |
| Blue Chip Selects Hockey | North Smithfield, RI | Oct 2015 - Aug 2017 | 1 |
| Student | Greenville, RI | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- MA
-
Total Assets Under Management9,012MILLIONS
-
Total Number of Accounts2,794ACCOUNTS
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Average Account Value$3,225,357
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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