Berkshire Money Management, Inc.

Berkshire Money Management, Inc. (CRD# 124873) is a financial advisory firm headquartered in Dalton, MA. They manage $853,431,360 in 1,924 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    853
    MILLION
  • Total Number of Accounts
    1,924
    ACCOUNTS
  • Average Account Value
    $443,571
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Berkshire Money Management, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
John A. Bielski
CRD#: 4715875
161 Main Street, Dalton, MA 01226

John Bielski (CRD# 4715875) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 19 years of experience in the finance industry.

2
Peter J. Coughlin
CRD#: 1379968
161 Main Street, Dalton, MA 01226

Peter Coughlin (CRD# 1379968) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 37 years of experience in the finance industry.

3
Allen P. Harris
CRD#: 2790445
161 Main Street, Ste. 8, Dalton, MA 01226

Allen Harris (CRD# 2790445) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 24 years of experience in the finance industry.

4
Scott C. Little
CRD#: 5531868
161 Main Street, Dalton, MA 01226

Scott Little (CRD# 5531868) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 20 years of experience in the finance industry.

5
Zachary R. Marcotte
CRD#: 6216786
161 Main Street, Dalton, MA 01226

Zachary Marcotte (CRD# 6216786) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 8 years of experience in the finance industry.

6
Jared M. Reinstein
CRD#: 5411470
161 Main Street, Dalton, MA 01226

Jared Reinstein (CRD# 5411470) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 14 years of experience in the finance industry. Jared Reinstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Lauren M. Russo
CRD#: 6950535
161 Main Street, Dalton, MA 01226

Lauren Russo (CRD# 6950535) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 3 years of experience in the finance industry.

8
Nathan R. Tomkiewicz
CRD#: 6837450
161 Main Street, Dalton, MA 01226

Nathan Tomkiewicz (CRD# 6837450) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 4 years of experience in the finance industry.

9
Kyle J. Lyman
CRD#: 7087419
161 Main Street, Dalton, MA 01226

Kyle Lyman (CRD# 7087419) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has 1 year of experience in the finance industry.

10
Holly K. Simeone
CRD#: 7058714
322 Main Street, Great Barrington, MA 01230

Holly Simeone (CRD# 7058714) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Great Barrington, MA and has 1 year of experience in the finance industry.

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