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Berkshire Money Management, Inc. CRD 124873
$1.23B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
161 Main Street, Dalton, MA 01226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Albany | NY | 06/2015 | 11/2016 |
| Berkshire Money Management, Inc. | Dalton | MA | 12/2016 | Present |
LIMITED PARTNER (25%) IN COUGHLIN FAMILY LIMITED PARTNERSHIP; INVESTMENT RELATED; BONITA SPRINGS, FL: 20% OWNERSHIP; START DATE 10/20/1998; NO DUTIES/ NO TIME DEVOTED. ACCOUNT WAS OPENED IN 1996.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-06 |
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