SEC CRD #801-66673
Carl P. Sherr & Co., LLC is an independent Registered Investment Advisor founded in 1964 that provides comprehensive wealth management, financial planning, and investment management services to individual clients.
EDWARD L. SHERR
MEMBER/CHIEF COMPLIANCE OFFICER
๐ (508) 791-7126
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AUM
$505M
Check Size
$446Mโ$446M
Location
WORCESTER, MA
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