Berkshire Money Management, Inc.

Berkshire Money Management, Inc. (CRD# 124873) is a financial advisory firm headquartered in Dalton, MA. They manage $464,188,557 in 526 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    464
    MILLION
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $882,488
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
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 - 7 of 7 top financial advisors.
1
Peter J. Coughlin
CRD#: 1379968
161 Main Street, Dalton, MA 01226
93
Wealthminder
score

Peter Coughlin (CRD# 1379968) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 32 years of experience in the finance industry.

2
Scott C. Little
CRD#: 5531868
161 Main Street, Dalton, MA 01226
93
Wealthminder
score

Scott Little (CRD# 5531868) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 16 years of experience in the finance industry.

3
William J. Schmick
CRD#: 1007048
161 Main Street, Dalton, MA 01226
93
Wealthminder
score

William Schmick (CRD# 1007048) 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.

4
Zachary R. Marcotte
CRD#: 6216786
161 Main Street, Dalton, MA 01226
90
Wealthminder
score

Zachary Marcotte (CRD# 6216786) 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.

5
Jayne A. Bills
CRD#: 6887129
161 Main Street, Dalton, MA 01226
87
Wealthminder
score

Jayne Bills (CRD# 6887129) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has 1 year of experience in the finance industry.

6
Nathan R. Tomkiewicz
CRD#: 6837450
161 Main Street, Dalton, MA 01226
87
Wealthminder
score

Nathan Tomkiewicz (CRD# 6837450) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has 1 year of experience in the finance industry.

7
Allen P. Harris
CRD#: 2790445
161 Main Street, Ste. 8, Dalton, MA 01226
73
Wealthminder
score

Allen Harris (CRD# 2790445) 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.

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