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Edward Laurence Sherr

CARL P. SHERR & CO., LLC·WORCESTER, Massachusetts
SIE, Series 7, Series 24, Series 27, Series 55, Series 63, Series 66Clean record20 years registeredCARL P. SHERR & CO., LLC
446 MAIN STREET, WORCESTER, MA 01608CRD# 1919845Firm CRD# 3394

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Laurence Sherr · WORCESTER, MA
Registration
CRD #1919845 · CARL P. SHERR & CO., LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

CARL P. SHERR & CO., LLC
Jun 2006 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 55
Series 63
Series 66
Registration record
First registered · June 19, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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 →
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05

Frequently Asked Questions

What services does Edward Laurence Sherr offer?
Edward Laurence Sherr specializes in Financial Planning, Investment Management. Contact their office in WORCESTER, Massachusetts for a consultation.
What are Edward Laurence Sherr's credentials?
Edward Laurence Sherr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Laurence Sherr located?
Edward Laurence 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 Edward Laurence Sherr charge for services?
Edward Laurence 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.
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Other Advisors at CARL P. SHERR & CO., LLC

Gary Hyman Sherr
WORCESTER, MA
Carl Paul Sherr
WORCESTER, MA

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