Unclaimed Profile

Gary Hyman Sherr

CARL P. SHERR & CO., LLC·WORCESTER, Massachusetts

SIE, Series 4, Series 7, Series 24, Series 55, Series 63, Series 66Clean record20 years registeredCARL P. SHERR & CO., LLC

446 MAIN STREET, WORCESTER, MA 01608CRD# 1391071Firm CRD# 3394

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Hyman Sherr · WORCESTER, MA

Registration

CRD #1391071 · CARL P. SHERR & CO., LLC · 20 years registered

Brand Profile

Not yet started

Career History

CARL P. SHERR & CO., LLC

Jun 2006 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 55

Series 63

Series 66

Registration record

First registered · June 26, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARL P. SHERR & CO., LLC

CRD 3394 · SEC 801-66673

AUM

$393M

Regulatory assets under management

Employees

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

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Frequently Asked Questions

What services does Gary Hyman Sherr offer?

Gary Hyman Sherr specializes in Financial Planning, Investment Management. Contact their office in WORCESTER, Massachusetts for a consultation.

What are Gary Hyman Sherr's credentials?

Gary Hyman Sherr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Hyman Sherr located?

Gary Hyman 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 Gary Hyman Sherr charge for services?

Gary Hyman 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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