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John Arthur Bielski

Berkshire Money Management, Inc.

Dalton, MA

CRD 4715875

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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:

Current Employers
Berkshire Money Management, Inc.

161 Main Street, Dalton, MA 01226 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-07-30
  • MA RA
    APPROVED
    Since 2018-07-30

Branch Locations

161 Main Street, Dalton, MA 01226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Atlas Private Wealth Management, Llc Cheshire MA 10/2007 07/2018
Berkshire Money Management, Inc. Dalton MA 07/2018 Present
Previous Registrations
  • 2007-10-18 → 2018-07-13
    Atlas Private Wealth Management, Llc
    Williamstown, MA
  • 2003-10-01 → 2007-10-19
    Dion Money Management Inc
    Williamstown , MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-17
  • S65 Uniform Investment Adviser Law Examination
    2003-04-17

View on SEC IAPD

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