Christopher R. Mcsherry

MAYFLOWER ADVISORS

BOSTON, MA 02110

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CRD#: 7667915

Professional summary

Christopher Ryan Mcsherry, who also goes by Chris Mcsherry, is a registered financial advisor currently at MAYFLOWER ADVISORS located in Boston, Massachusetts and PRIVATE CLIENT SERVICES, LLC located in Boston, Massachusetts.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Christopher has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Mcsherry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Christopher McSherry is dually-registered as an investment advisor representative ("IAR") with Mayflower Financial Advisors, LLC ("Mayflower") and as a registered representative ("RR") with Private Client Services, LLC ("PCS"). Mr. McSherry has served as an IAR for Mayflower since March 2024 and as an RR for PCS since May 2023. Business is conducted from 265 Franklin Street, Suite 401, Boston, MA, 02110. Approximately 90% of Mr. McSherry's time is for services as an IAR and the balance as a RR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Ryan Mcsherry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 6, 2024 - Present

MAYFLOWER ADVISORS

Office #1: 265 Franklin Street Suite 401, Boston, MA 02110

RIA

CRD#: 307857

BOSTON, MA

Current

May 5, 2023 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 265 Franklin St Suite 401, Boston, MA 02110

RIA

CRD#: 120222

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAYFLOWER ADVISORS

MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381

RIA

Registered Investment Advisory firm - (4/3/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Massachusetts
(2/14/2024)

IAR

Massachusetts
(3/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/20/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/5/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/21/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

MAYFLOWER ADVISORS

MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381

RIA

Registered Investment Advisory firm - (4/3/2020 Approved)

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Contact information

Main Address

265 Franklin Street Suite 401, Boston, MA 02110

Mailing Address

Phone number

(617) 259-1767

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR MAYFLOWER FINANCIAL ADVISORS, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,482
AUM (Assets Under Management)	$ 4,779,428,058

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher R. Mcsherry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Ryan Mcsherry's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAYFLOWER ADVISORS

PRIVATE CLIENT SERVICES, LLC

Primary Firm SEC Registration

MAYFLOWER ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 7/20/2023

Series 7TO

Date: 5/5/2023

SIE

Date: 2/21/2023

FINRA

Current Firm

MAYFLOWER ADVISORS

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAYFLOWER ADVISORS

TRUST BUT VERIFY

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