William SchmickCRD Number: 1007048
Current Firm: Berkshire Money Management, Inc.
William Schmick (CRD# 1007048) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Pittsfield, MA and has over 19 years of experience in the finance industry.
Atlas Private Wealth Management, LLC
Global Retirement Partners LLC
Commonwealth Financial Network
|Berkshire Money Management, Inc.||Pittsfield, MA||Jun 2009 - Current||8|
|Dion Money Management LLC||Williamstown, MA||Sep 2007 - Jun 2009||1|
|Dion Money Management||Williamstown, MA||Oct 2006 - Sep 2007||< 1|
|Self-employed||Hillsdale, NY||Jan 2003 - Oct 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Jan 2007|
Total Assets Under Management322MILLIONS
Total Number of Accounts1,643ACCOUNTS
Average Account Value$195,704
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA
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