Carl P. Sherr & Company, LLC

Carl P. Sherr & Company, LLC (CRD# 3394) is a financial advisory firm headquartered in Worcester, MA. They manage $166,029,196 in 586 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $283,326
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH

Financial Advisors at Carl P. Sherr & Company, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jennifer L. Simes
CRD#: 3155428
446 Main Street, Worcester, MA 01608
96
Wealthminder
score

Jennifer Simes (CRD# 3155428) is an Investment Advisor Representative working at Carl P. Sherr & Company, LLC in Worcester, MA and has over 9 years of experience in the finance industry. Jennifer Simes 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.

2
Edward L. Sherr
CRD#: 1919845
446 Main Street, Worcester, MA 01608
93
Wealthminder
score

Edward Sherr (CRD# 1919845) is an Investment Advisor Representative working at Carl P. Sherr & Company, LLC in Worcester, MA and has over 27 years of experience in the finance industry.

3
Gary H. Sherr
CRD#: 1391071
446 Main Street, Worcester, MA 01608
93
Wealthminder
score

Gary Sherr (CRD# 1391071) is an Investment Advisor Representative working at Carl P. Sherr & Company, LLC in Worcester, MA and has over 30 years of experience in the finance industry.

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