AdvisorOS Directory
Claim Profile
Unclaimed Profile
CS

Carl Paul Sherr

CARL P. SHERR & CO., LLC·WORCESTER, Massachusetts
SIE, Series 00, Series 55Clean recordCARL P. SHERR & CO., LLC
446 MAIN STREET, WORCESTER, MA 01608CRD# 421818Firm CRD# 3394

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl Paul Sherr · WORCESTER, MA
Registration
CRD #421818 · CARL P. SHERR & CO., LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 00
Series 55
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CARL P. SHERR & CO., LLC
CRD 3394 · SEC 801-66673
AUM
$393M
Regulatory assets under management
Employees
5
789 client accounts
Services offered by CARL P. SHERR & CO., LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CARL P. SHERR & CO., LLC →
Introduction

Speak with Carl

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carl is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WORCESTER?

Browse all registered financial advisors in WORCESTER, Massachusetts or claim this profile if it's yours.

Browse WORCESTER AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Carl Paul Sherr offer?
Carl Paul Sherr specializes in Financial Planning, Investment Management. Contact their office in WORCESTER, Massachusetts for a consultation.
What are Carl Paul Sherr's credentials?
Carl Paul Sherr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Paul Sherr located?
Carl Paul Sherr is based in WORCESTER, Massachusetts, working with CARL P. SHERR & CO., LLC. Their office serves clients in the WORCESTER metropolitan area and surrounding communities.
How does Carl Paul Sherr charge for services?
Carl Paul Sherr's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARL P. SHERR & CO., LLC?
CARL P. SHERR & CO., LLC has approximately 5 employees and manages $393M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CARL P. SHERR & CO., LLC

Gary Hyman Sherr
WORCESTER, MA
Edward Laurence Sherr
WORCESTER, MA

More Advisors in WORCESTER, Massachusetts

Christine Marie Drisco
NEW HARBOR FINANCIAL GROUP, LLC·WORCESTER, MA
John Llodra
NEW HARBOR FINANCIAL GROUP, LLC·WORCESTER, MA
Michael Robert Preston
NEW HARBOR FINANCIAL GROUP, LLC·WORCESTER, MA
CFP
Adam Anthony Waitkevich
COPPERTREE?, LLC·WORCESTER, MA
Andrea Lynne Lucey
CARR FINANCIAL GROUP CORPORATION·WORCESTER, MA
CFPChFC
Sarah G Berry
THE BERRY GROUP, LLC·WORCESTER, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile