Berkshire Money Management, Inc.

Berkshire Money Management, Inc. (CRD# 124873) is a financial advisory firm headquartered in Dalton, MA. They manage $609,003,770 in 1,677 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    609
    MILLION
  • Total Number of Accounts
    1,677
    ACCOUNTS
  • Average Account Value
    $363,151
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 - 7 of 7 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 17 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 35 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 22 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 18 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 6 years of experience in the finance industry.

6
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 2 years of experience in the finance industry.

7
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 3 years of experience in the finance industry.

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