Robert Stephen Sherr

Current Employers

Employment History

• 08/1992 → Present
  Commonwealth Equity Services, Inc.
  Lynnfield, MA
• 01/1984 → Present
  Robert F. Sherr Dba Sherr Financial Associates
  Lynnfield, MA
• 04/1994 → Present
  Sherr Financial Associates
  Lynnfield, MA

Other Businesses

1. Sherr Financial Associates, a state Registered Investment Advisor offering financial planning services; As of May 1987; 5% of time spent during business hours,Conducted at branch location; Investment related. 2. Fixed Insurance Sales, as of 08/26/2008, 1% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-Owner, CH 409, LLC, a private entity established as a real estate holding company; as of 04/09/2015, 0% of time spent during business hours, Conducted at branch location; Investment related. 4. Trustee for 2 family-related trusts; Investment related. 5. Co-owner, Trident Benefit Solutions, LLC, DBA SFA Benefits; a private entity involved in employee group benefits consulting as of 09/21/2018; Approximately 10% time spent during securities trading hours per month; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-13
• S63 Uniform Securities Agent State Law Examination
  1982-06-10