Garrett Murphy
Financial advisor at Sentinel Pension Advisors, LLC · Wakefield, MA
Last updated 2026-10-10
Claim your profileGarrett Murphy is a financial advisor at Sentinel Pension Advisors, LLC in Wakefield, MA, CRD 8123203. Licenses and exams on the registration: Series 65. First registered 2025-06-26.
Registration
- CRD number
- 8123203
- Registration status
- Active
- First registered
- 2025-06-26
- Years of experience
- 11
- States registered
- CT, IL, MA, MI, NH, NM, NY, OR, PA, VA
Licenses and exams
- Series 65
Work history
- 2025-06 to Present · Sentinel Group · Wakefield, MA
- 2015-06 to 2025-06 · Full Time Student · Billerica, MA
Current employment
- Sentinel Pension Advisors, Llc. · Wakefield, MA
Sentinel Pension Advisors, LLC
- Regulatory AUM
- $11,941,931,134
- Registered advisors
- 51
- Offices
- 16
- Clients per advisor
- 40.3 (Low)
- Average AUM per client
- $5.8M (Moderate)
- High-net-worth client ratio
- 13.3% (Low)
Sentinel Pension Advisors, LLC: advisors, services and reported ETF investments
Reported ETF positions
Sentinel Pension Advisors reports 105 ETF positions worth $594.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| BKLC — BNY Mellon US Large Cap Core Equity ETF | $146.6M |
| SPY — SPDR S&P 500 ETF TRUST | $106.4M |
| GLDM — SPDR Gold MiniShares Trust | $33.5M |
| SPTI — State Street SPDR Portfolio Intermediate Term Treasury ETF | $28.2M |
| FELG — Fidelity Enhanced Large Cap Growth ETF | $20.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Sentinel Pension Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $333.3K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $333.3K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | PYLD — PIMCO Multisector Bond Active Exchange-Traded Fund | $10.3M | Top 98.9% | Residual alpha +1.59% · Residual Sharpe 0.32 |
| Diversification Benefits | FEOE — First Eagle Overseas Equity ETF | $415.4K | Top 93.1% | Replicability (R²) 84.2% · Residual Sharpe 0.36 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Sentinel Pension Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Other Financial Product Salesperson
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
100 Quannapowitt Pkwy, Wakefield, MA 01880
50 advisors at this office.
Contact
The firm's filed contact details.
Official record
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