Berkshire Money Management, Inc.

Berkshire Money Management, Inc. (CRD# 124873) is a financial advisory firm headquartered in Pittsfield, MA. They manage $321,542,294 in 1,643 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    322
    MILLION
  • 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
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, 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 - 4 of 4 top financial advisors.
1
Scott C. Little
CRD#: 5531868
392 Merrill Road, Pittsfield, MA 01201
93
Wealthminder
score

Scott Little (CRD# 5531868) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Pittsfield, MA and has over 15 years of experience in the finance industry.

2
William J. Schmick
CRD#: 1007048
1450 East St. Suite 8, Pittsfield, MA 01201
93
Wealthminder
score

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.

3
Zachary R. Marcotte
CRD#: 6216786
392 Merrill Road, Pittsfield, MA 01201
89
Wealthminder
score

Zachary Marcotte (CRD# 6216786) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Pittsfield, MA and has over 3 years of experience in the finance industry.

4
Allen P. Harris
CRD#: 2790445
1450 East St., Ste. 8, Pittsfield, MA 01201
73
Wealthminder
score

Allen Harris (CRD# 2790445) 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.

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