Commonwealth Financial Network
44yrs
Top advisor by experience in Wakefield
1yr
Patrick Lambe
Financial advisor at Sentinel Pension Advisors, LLC.
Patrick Lambe has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Wakefield, Massachusetts. Patrick joined Sentinel Pension Advisors, LLC. in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Sentinel Pension Advisors, LLC. reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 139 advisors with offices in Wakefield, and one of 116 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office100 Quannapowitt Parkway Suite 402, Wakefield, MA 01880
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$794,222
Advisors at the firm52
States licensed ?1 state
Services through Sentinel Pension Advisors, LLC.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Sep 2025 – nowSentinel Pension Advisors, LLC.Current firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Sentinel Pension Advisors, LLC. at (781) 914-1361 and ask for Patrick Lambe. Patrick works from the Wakefield, MA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Sentinel Pension Advisors, LLC. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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