Best Investors
Account
Sign in
Best Investors
Account
Sign in
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-07-22 |
| MA | RA | APPROVED | 2022-07-07 |
Branch Locations
51 Pullman Street, Worcester, MA 01606 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assure Wealth Strategies, Llc | Worcester | MA | 02/2015 | 06/2018 |
| Sharry Law Office | Worcester | MA | 11/2007 | 04/2018 |
| Christopher R. Sharry | Worcester | MA | 01/2015 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 04/2017 | 01/2019 |
| Patriot Financial Group | Westborough | MA | 01/2019 | 07/2022 |
| Visper Wealth Management, Llc | Worcester | MA | 06/2018 | Present |
| Sharry & Monfette Llp | Worcester | MA | 04/2018 | Present |
| Consolidated Portfolio Review Corp | Worcester | MA | 07/2022 | Present |
1. DBA Visper Wealth Management, LLC. Not Investment related. Start date: 6/07/2018. Address: 51 Pullman Street, Worcester, MA, 01606. Title: Investment Advisor Representative. Duties: Investment advice. Time spent during regular hours: 25%. 2. Sharry & Monfette, LLP. Not Investment Related. Start date: 03/01/2018. Address: 51 Pullman Street, Worcester, MA, 01606. Title: Partner. Duties: Represent clients in estate planning and Social Security Disability matters. Time spent during regular hours: 75%. 3. Fixed Insurance Sales. Not investment related. Start date: 05/01/2004. Address: 51 Pullman Street, Worcester, MA, 01606. Title: Insurance sales. Duties: Annuity and life insurance sales. Time spent during regular hours: 10%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-24 |
Reach out to this advisor