CS
CFP
CS
CFP

Christopher Robert Sharry

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
4,821 clients
Average Client Portfolio
$269K average
Assets Under Management
$1.3B

Fee Structure

Minimum Annual Fee:$90
Loading...

Location

51 Pullman Street, Worcester, MA, 01606

Get directions

History

Regulatory History
Clean regulatory record

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

Christopher is an Investment Advisor Representative at Visper Wealth Management, LLC, dedicating about a quarter of his time to investment advice. He is also a partner at Sharry & Monfette, LLP, spending nearly full-time representing clients in estate planning and Social Security Disability matters, and he spends about 10% of his time on annuity and life insurance sales.

Employment History
Current Registrations
Consolidated Portfolio Review CORP
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
The Patriot Financial Group, LLC
January 2019 - July 2022 · 3 yrs 6 mos
Gradient Advisors, LLC
April 2017 - December 2018 · 1 yr 8 mos
Assure Wealth Strategies, LLC
March 2015 - July 2017 · 2 yrs 4 mos
State Registrations2 states
MARI
Advisor
Exams
No exam information available for this advisor.
Christopher Robert Sharry - Financial Advisor | TrueAdvisor