William Schmick, financial advisor Pittsfield MA
93 score

William Schmick

CRD 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 18 years of experience in the finance industry.

Similar Advisors
Gregory Britton, financial advisor Pittsfield MA
Gregory R. Britton
CRD# 4486916
Atlas Private Wealth Management, LLC
Score
96
Similar Advisors
Thomas Curtin, financial advisor Pittsfield MA
Thomas A. Curtin
CRD# 4567464
Global Retirement Partners LLC
Score
96
Similar Advisors
James Durand, financial advisor Pittsfield MA
James E. Durand
CRD# 4120440
Commonwealth Financial Network
Score
96
Company Name Location Dates Years
Berkshire Money Management, Inc. Pittsfield, MA Jun 2009 - Current 7
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
Contact Info for William J. Schmick
Phone Number: 888-232-6072
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    322
    MILLIONS
  • Total Number of Accounts
    1,643
    ACCOUNTS
  • Average Account Value
    $195,704
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from William Schmick and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.