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).

By the Numbers
  • Total Assets Under Management
    393
    MILLION
  • Total Number of Accounts
    789
    ACCOUNTS
  • Average Account Value
    $497,654
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NY, TX

Financial Advisors at Carl P. Sherr & Company, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Edward L. Sherr
CRD#: 1919845
446 Main Street, Worcester, MA 01608

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.

2
Gary H. Sherr
CRD#: 1391071
446 Main Street, Worcester, MA 01608

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.

3
Jennifer L. Simes
CRD#: 3155428
446 Main Street, Worcester, MA 01608

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.

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