Sherr Financial Associates
Firm details
- Headquarters
- Danvers, Massachusetts
- CRD number
- 128589
- Website
- www.sherrfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees, Commissions
- Services
- Financial Planning
Firm profile
FINTRXOverview
Sherr Financial Associates is organized as a sole proprietorship under individual ownership and operates as a registered representative of a broker-dealer while also functioning as an insurance broker. The firm offers financial planning services and bills clients through a combination of hourly charges, fixed fees, and commission arrangements. Database fields list the firm's SEC registration year as unknown and classify the business as unclassified; it is not identified as a capital allocator, pension consultant, related adviser, or multi-state adviser. The firm is not flagged as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Robert Sherr
Founding PartnerCRD 1035752
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Danvers, MA
Essex
Location
Danvers, MA
Headquartered in Danvers, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 100 Conifer Hill Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Stonehearth Capital Management
RIADanvers, MA
Butterworth Financial LLC
RIADanvers, MA
MWA Asset Management
RIADanvers, MA
Fg&G Financial Services, LLC
RIADanvers, MA
Paramount Financial
RIADanvers, MA
Bdkmarketgroup Investment Management LLC
RIAWellesley, MA