Ryan Eric Campagna

Financial advisor at Sentinel Pension Advisors, LLC · Wakefield, MA

Last updated 2026-10-10

Claim your profile

Ryan Eric Campagna is a financial advisor at Sentinel Pension Advisors, LLC in Wakefield, MA, CRD 4620761. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2003-08-11.

Registration

CRD number
4620761
Registration status
Active
IAPD registration
2003-08-11
Industry Experience
23 years
Work Experience
23 years
States registered
MA

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2003-09 to Present · Sentinel Benefits Group · Wakefield, MA
  • 2003-09 to Present · Sentinel Securities, Inc. · Wakefield, MA
  • 2004-01 to Present · Sentinel Pension Advisors, Inc. · Reading, MA

Current employment

SEC IAPD record for Ryan Eric Campagna

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

About

Ryan Eric Campagna is a financial advisor at Sentinel Pension Advisors, Llc. in Wakefield, MA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 23 years of industry experience and 23 years of reported work history. Reported roles include Sentinel Pension Advisors, Inc., Sentinel Benefits Group, Sentinel Securities, Inc..

SEC disclosures list additional business and community activities: Sentinel Management Company Llc: 100 quannapowitt parkway, suite 300, wakefield,ma 01880; Member of llc.

Sentinel Pension Advisors, LLC's firm-level Form ADV reports 51 advisors across 16 offices; approximately 40.3 clients per advisor, average assets per client of $5,808,332, and regulatory AUM of $11.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $594.9M across 105 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ryan Eric Campagna personally.

Reported ETF positions

Sentinel Pension Advisors reports 105 ETF positions worth $594.9M on Form 13F; the largest are listed.

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

601 Edgewater Drive, Wakefield, MA 01880

1 advisor at this office.

Sentinel Pension Advisors office in Wakefield, MA

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Ryan Eric Campagna?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.