John Terry Grace
Investment Adviser Representative at Sentinel Pension Advisors, LLC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Terry Grace is an investment adviser representative with Sentinel Pension Advisors, LLC. in Rockville Centre, NY, where they have been registered since 2021. They have worked in the securities industry since 2009 and have been registered with 3 firms, including USI Advisors and M Holdings Securities, Inc. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California and New York.
Registrations & licenses
- Investment adviser:
- California, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- M Holdings Securities, Inc.Jun 2009 – May 2019Portland, OR
- Chernoff DiamondDec 2002 – Apr 2019Uniondale, NY
- USI Consulting Group, Inc.Apr 2019 – Sep 2021Glastonbury, NY
- USI Advisors, Inc.May 2019 – Sep 2021Glastonbury, CT
- Sentinel Pension Advisors, IncSep 2021 – no end date reportedWakefield, MA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sentinel Pension Advisors, LLC.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 52
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Wakefield, MA
- SEC file number:
- 801-55783
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 15, 2026
View full firm profileOther advisors at Sentinel Pension Advisors, LLC.
Showing 12 of 52 in the directory
Similar advisors in Rockville Centre, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Terry Grace has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched