Christopher
Sharry
Consolidated Portfolio Review Corp
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About this Advisor
Christopher Sharry is a financial advisor based in Worcester, Massachusetts, working with Consolidated Portfolio Review Corp. Christopher has previously held positions at Assure Wealth Strategies, LLC, Sharry Law Office, Christopher R. Sharry, Gradient Advisors, LLC, Patriot Financial Group, Visper Wealth Management, LLC, Sharry & Monfette Llp, and Consolidated Portfolio Review Corp. Christopher has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and Rhode Island. Currently, Christopher is part of Consolidated Portfolio Review Corp, which operates out of Worcester, Massachusetts. The firm has 17 offices and 833 employees. The firm manages assets totaling $905.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Consolidated Portfolio Review Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Consolidated Portfolio Review Corp Brokerage Details
$905,610,357
833
3,966
$228,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Christopher Sharry Work History
Consolidated Portfolio Review Corp
Visper Wealth Management, LLC
Sharry & Monfette Llp
Christopher R. Sharry
Patriot Financial Group
Gradient Advisors, LLC
Assure Wealth Strategies, LLC
Sharry Law Office
Disclosures
Please visit the SEC profile of Christopher Sharry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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