Carl P. Sherr & Co., LLC

Overview

Carl P. Sherr & Co., LLC is an SEC registered investment adviser based in Worcester, MA, registered since 2006. It reports $505M in assets under management across 831 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$505M

Discretionary

97%

Accounts

831

Average account

$608K

Employees

5

Advisory reps

3

Registered since

2006

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Gary Hyman Sherr Member, Chief Executive Officer CRD 1391071
• Edward Laurence Sherr Member, President, Chief Compliance Officer CRD 1919845

Advisory reps 3 of 3

• Edward Laurence Sherr Investment Adviser Rep CRD 1919845
• Gary Hyman Sherr Investment Adviser Rep CRD 1391071
• Jennifer Leigh Simes Investment Adviser Rep CRD 3155428

Location

Headquarters

446 Main St
Worcester, MA 01608

County

Worcester

Metro area

Worcester, MA-CT

Region

Northeast

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: carlpsherr.com

Every state, with registration dates

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