Brokerage Services

At Carl P. Sherr & Co., LLC we offer both brokerage and investment management services. Since 1964, we have worked to help our investors reach their financial goals and investment objectives. Our brokerage services allow us to work with you on the execution of the securities transactions listed below. We do not carry discretion on your accounts, we are instructed by you.

We offer a comprehensive range of products and services including:

Stocks
All stocks that are listed on the New York and American Stock Exchanges, the NASDAQ Stock Market, major international markets, and over-the-counter markets can be bought or sold through our firm.

Mutual Funds
We have access to hundreds of mutual funds, including equity growth and value funds, balanced funds, bonds funds, and index funds.

Bonds & Fixed Income
We have full access to a variety of fixed income alternatives including corporate, tax free municipals, government securities, certificates of deposits and preferred stocks.

Options
We have access to various option exchanges to write, buy or sell.

Margin Accounts
The ability to obtain convenience and financial flexibility by financing transactions through the use of credit extended by our firm through our clearing agent, Pershing LLC.

Additional Investments
We also offer a large selection of annuities, life insurance products, retirement plans, college savings plans, certificates of deposits, and investment management services to help achieve your investment goals.