Holly Simeone (CRD# 7058714) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Great Barrington, MA and has over 2 years of experience in the finance industry.
CRD# 4397867
Commonwealth Financial Network
CRD# 3253371
Fiscal Wisdom Wealth Management LLC
CRD# 3092087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berkshire Money Management, Inc. | Dalton, MA | May 2021 - Current | 2 |
| St Germain Securities Inc. | Springfield, MA | Jan 2019 - Apr 2021 | 2 |
| Lee Bank | Lee, MA | Jan 2018 - Apr 2021 | 3 |
| Unemployed | Pittsfield, MA | Nov 2017 - Jan 2018 | < 1 |
| Digital Federal Credit Union | Marlborough, MA | May 2015 - Nov 2017 | 2 |
| Target Corp | Leominster, MA | Nov 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- MA
-
Total Assets Under Management904MILLIONS
-
Total Number of Accounts2,171ACCOUNTS
-
Average Account Value$416,283
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.