Carl P. Sherr & Company, LLC
Carl P. Sherr & Company, LLC (CRD# 3394) is a financial advisory firm headquartered in Worcester, MA. They manage $392,649,274 in 789 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management393MILLION
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Total Number of Accounts789ACCOUNTS
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Average Account Value$497,654
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, NH, NY, TX
Edward Sherr (CRD# 1919845) is an Investment Advisor Representative working at Carl P. Sherr & Company, LLC in Worcester, MA and has over 35 years of experience in the finance industry.
Gary Sherr (CRD# 1391071) is an Investment Advisor Representative working at Carl P. Sherr & Company, LLC in Worcester, MA and has over 38 years of experience in the finance industry.
Jennifer Simes (CRD# 3155428) is an Investment Advisor Representative working at Carl P. Sherr & Company, LLC in Worcester, MA and has over 16 years of experience in the finance industry.