Philip Sher, financial advisor Newton Upper Falls MA
96 score

Philip Sher

CRD Number: 1457079
Current Firm: The Sher Wealth Management Group

Philip Sher (CRD# 1457079) is an Investment Advisor Representative working at The Sher Wealth Management Group in Newton Upper Falls, MA and has over 18 years of experience in the finance industry. Philip Sher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Sher Wealth Management Group Newton, MA Dec 2014 - Current 1
Lpl Financial LLC Newton, MA Oct 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Philip J. Sher
Phone Number: (617) 928-3656
Registered State(s):
  • LA
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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