This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-17-1972
- Office Locations
- 1
Office Locations
About Carl P. Sherr & Co., LLC
Carl P. Sherr & Co., LLC is an independent, fee-only RIA in Worcester, MA, providing plan-centered wealth management and ongoing portfolio management. The firm builds highly personalized financial plans and implements disciplined, diversified, long-term portfolios, including ETFs and mutual funds. Fiduciary, conflict-free advice is central to the practice, which has operated for 50+ years and primarily custodies with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EDWARD LAURENCE SHERR
Chief Compliance Officer, President
- CRD
- #1919845
- Ownership
- 50% but less than 75%
GARY HYMAN SHERR
Chief Executive Officer
- CRD
- #1391071
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
JENNIFER LEIGH SIMES
Certified Financial Planner
- CRD
- #3155428
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $488,931,487 | $616,559 |
| Non-Discretionary | $16,487,142 | $433,872 |
| Total | $505,418,629 | $608,205 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing