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Nathan Robert Tomkiewicz

Tomkiewicz Wealth Management

Wynantskill, NY

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Current Employers
Tomkiewicz Wealth Management

Wynantskill, NY • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-05
NY RA APPROVED 2025-05-23
  • MA RA
    APPROVED
    Since 2025-09-05
  • NY RA
    APPROVED
    Since 2025-05-23

Branch Locations

Wynantskill, NY • 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
Berkshire Money Management, Inc. Dalton MA 01/2018 04/2025
Full-Time Education Adams MA 01/2007 05/2017
Tomkiewicz Wealth Management, Llc Wynantskill NY 04/2025 Present
Berkshire Management, Inc. Dalton MA 08/2016 04/2025
  • 01/2018 → 04/2025
    Berkshire Money Management, Inc.
    Dalton, MA
  • 01/2007 → 05/2017
    Full-Time Education
    Adams, MA
  • 04/2025 → Present
    Tomkiewicz Wealth Management, Llc
    Wynantskill, NY
  • 08/2016 → 04/2025
    Berkshire Management, Inc.
    Dalton, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-21
  • S65 Uniform Investment Adviser Law Examination
    2017-09-21
Designations
Other Names
  • Nate Tomkiewicz
  • Nathan Tomkiewicz

View on SEC IAPD

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