Brendan Richard Bullett

Employer firm

Berkshire Money Management, Inc. CRD 124873

$1.23B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• CONSULTING, COLLEGE PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → 05/2025
  Commonwealth Financial Network
  Waltham, MA
• 06/2010 → 05/2025
  Mountainone Bank Dba Mountainone Investment Group
  North Adams, MA
• 09/2025 → Present
  Berkshire Money Management, Inc.
  Dalton, MA
• 05/2025 → 09/2025
  Unemployed
  Stamford, VT

Previous Registrations

• 2010-02-03 → 2025-06-10
  Commonwealth Financial Network
  Williamstown, MA
  North Adams, MA
  Williamstown, MA
  North Adams, MA
  Pittsfield, MA
  Stockbridge, MA

Exams

• S66 Uniform Combined State Law Examination
  2008-04-23
• S63 Uniform Securities Agent State Law Examination
  2004-02-09

Other Names

• Brendan R Bullett