Edward Sherr
Carl P. Sherr & · Worcester, Massachusetts
Edward Sherr is a fee-only financial advisor at Carl P. Sherr & in Worcester, Massachusetts. Carl P. Sherr & reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Carl P. Sherr & |
|---|---|
| Based in | Worcester, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $505.4M across 831 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 1919845 |
| Exams passed | Series 63 (1989) · Series 66 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | carlpsherr.com |
| Profile |
How Edward's firm compares
- Carl P. Sherr &'s average account is about $608,000, from its Form ADV (assets managed divided by 831 accounts).
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Questions about Edward
Is Edward Sherr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Carl P. Sherr & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Carl P. Sherr &, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Edward Sherr based?
Edward Sherr is based in Worcester, Massachusetts.
Is Edward Sherr registered with the SEC?
Yes. Edward Sherr is registered as an investment adviser representative in MA and TX (CRD 1919845), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carl P. Sherr & manage?
Carl P. Sherr & reports $505.4M across 831 accounts in assets under management.
How do I contact Edward Sherr?
Through Edward's website, carlpsherr.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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