Lauren Russo, financial advisor Dalton MA

Lauren Russo

CRD Number: 6950535
Current Firm: Berkshire Money Management, Inc.

Lauren Russo (CRD# 6950535) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Berkshire Money Management, Inc. Dalton, MA Jan 2018 - Current 6
Berkshire County Arc Pittsfield, MA Aug 2016 - Mar 2018 1
Umass Amherst Amherst, MA Sep 2014 - Dec 2017 3
Pittsfield Suns Pittsfield, MA May 2014 - Sep 2014 < 1
Taconic High School Pittfield, MA Sep 2009 - May 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Lauren M. Russo
Phone Number: 888-232-6072
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    904
    MILLIONS
  • Total Number of Accounts
    2,171
    ACCOUNTS
  • Average Account Value
    $416,283
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, KY, LA, MA, ME, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA

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