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CARL P. SHERR & CO., LLC
CRD 3394 · SEC 801-66673
446 MAIN STREET, WORCESTER, MA, 01608, United States
Phone
508-791-7126
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$505.4M
Discretionary AUM
$488.9M
Team
5 total employees; 3 advisory reps; 15 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $26.8M |
| High net worth individuals | 187 | $472.9M |
| Charitable organizations | 5 | $5.7M |
States served
CA, MA, NY, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD