Holly Kathleen Simeone

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

• 01/2019 → 04/2021
  St Germain Securities Inc
  Springfield, MA
• 01/2018 → 04/2021
  Lee Bank
  Lee, MA
• 11/2017 → 01/2018
  Unemployed
  Pittsfield, MA
• 05/2015 → 11/2017
  Digital Federal Credit Union
  Marlborough, MA
• 05/2021 → Present
  Berkshire Money Management, Inc.
  Dalton, MA

Other Businesses

Dual Employee of St Germain and Lee Bank

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-01

Other Names

• Holly Kathleen Close
• Holly Simeone
• Holly Close
• Holly K Close
• Holly K Simeone