Gary Sherr, financial advisor Worcester MA
93 score

Gary Sherr

CRD Number: 1391071
Current Firm: Carl P. Sherr & Company, LLC

Gary Sherr (CRD# 1391071) is an Investment Advisor Representative working at Carl P. Sherr & Company, LLC in Worcester, MA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Carl P. Sherr And Company Worcester, MA Jan 1986 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S66 NASAA Uniform Combined State Law Examination Jun 2006
Contact Info for Gary H. Sherr
Phone Number: 508-791-7126
Firm Website:
Registered State(s):
  • MA
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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