Robert Sherr
Robert Sherr is a registered investment advisor at Sherr Financial Associates, based in Danvers, MA, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning and Consulting Services: Fees are offered on a fixed fee basis, up to $5,000, or an hourly fee basis, up to $350 per hour. The fee schedule will be dependent upon your preference and negotiated between you and Sherr Financial Associates. Generally, hourly fees are charged for consulting services. A fixed fee will often be quoted when services and resources can be defined.
Location
100 Conifer Hill Drive, Suite 409, Danvers, MA, 01923
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is involved in several outside business activities. He works for Sherr Financial Associates, sells fixed insurance, co-owns a real estate holding company (CH 409, LLC) and Trident Benefit Solutions LLC (DBA SFA Benefits), and is a trustee for two family trusts. He spends minimal time on fixed insurance sales and a few hours per week on Trident Benefit Solutions.
Employment History
Current Registrations
Sherr Financial Associates
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
F & G Securities, INC.Broker
Brewster Securities INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Nathan & Lewis Securities, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.