CM
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Christopher Mcsherry

2 Years of Experience
Boston, MA
Broker

Christopher Mcsherry is a registered investment advisor at Mayflower Advisors, based in Boston, MA, with 2 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,085 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,085 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$4.8B

Fee Structure

Planning is included in investment management (also available separately)

Mayflower Advisors' investment advisory fees are based on the value of your portfolio and are paid quarterly in advance. Fees generally range from 0.50% to 1.80% annually. For the Mayflower E-Z IRA service, fees range from 0.50% to 0.70% annually. Fees may be negotiable.

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Location

265 Franklin Street, Suite 401, Boston, MA, 02110

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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.

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Other Business Activities

Christopher is dually registered as an investment advisor representative with Mayflower Financial Advisors, LLC and as a registered representative with Private Client Services, LLC. Approximately 90% of Christopher's time is dedicated to his role as an IAR, with the remaining time spent as an RR.

Employment History
Current Registrations
Mayflower Advisors
March 2024 - Present · 2 yrs 1 mo
Private Client Services, LLCBroker
May 2023 - Present · 2 yrs 11 mos
State Registrations1 state
MA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.