Advisor at Sherr Financial Associates
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Firm
Sherr Financial Associates
Location
Danvers, MA 01923
Credentials
Series 63, Series 65
Industry experience
43 years
Robert Sherr is a financial advisor with Commonwealth Financial Network based in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Sherr Financial Associates since 1994 and has been affiliated with Commonwealth Equity Services, Inc. since 1992. Outside his advisory work, he co-owns Trident Benefit Solutions, LLC, a firm involved in employee group benefits consulting. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.
Based on Sherr Financial Associates
Fixed fee up to $5,000
Commissions for securities and insurance products if implemented through Advisory Representatives of Commonwealth Financial Network; trail commissions (12b-1 fees) may also be received
$350 per hour
Fee-only: Fixed fee up to $5,000; Hourly fee $350 per hour
100 Conifer Hill Drive, Suite 409
Danvers, MA 01923
Massachusetts · Texas
Sherr Financial Associates
1994 - Present (32 years)
Commonwealth Equity Services, Inc.
1992 - Present (34 years)
Robert F.. Sherr DBA Sherr Financial Associates
1984 - Present (42 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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