CARL P. SHERR & CO., LLC

WORCESTER, Massachusetts·3 registered advisors·CRD# 3394
SEC# 801-666730508-791-7126
01

Firm Overview

AUM
$393M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CARL P. SHERR & CO., LLC

3 registered advisors
Carl Paul Sherr
WORCESTER, Massachusetts
Edward Laurence Sherr
WORCESTER, Massachusetts
Gary Hyman Sherr
WORCESTER, Massachusetts
05

Office Locations

WORCESTER, Massachusetts
3 advisors

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Data sourced from SEC Form ADV filings. CARL P. SHERR & CO., LLC (CRD# 3394) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.