Holly
Simeone
Berkshire Money Management, Inc
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About this Advisor
Holly Simeone is a financial advisor working out of Great Barrington, Massachusetts with a total of 1 year of industry experience. Simeone is currently employed by Berkshire Money Management, Inc. During their career, the advisor has held roles at St Germain Securities Inc, Lee Bank, Digital Federal Credit Union, Target Corp, Sears Holding Corp/Kmart and Berkshire Money Management, Inc. Simeone has a Series 65 license, designating them as an investment advisor representative, and is able to work in Massachusetts. Berkshire Money Management, Inc is a business that has its headquarters in Dalton, MA. It has offices in two locations and a total of 19 advisors. It has $766 million in assets across its 2,064 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 2,064 customer accounts, 29% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Berkshire Money Management, Inc performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors typically depend on the type of services offered. However, fees charged by Berkshire Money Management, Inc can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Berkshire Money Management, Inc Brokerage Details
$765,618,331
19
2,064
$370,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Holly Simeone Work History
Holly has been registered as a financial advisor for 1 years.*
Berkshire Money Management, Inc
St Germain Securities Inc
Lee Bank
Digital Federal Credit Union
Target Corp
Sears Holding Corp/Kmart
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Holly Simeone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Berkshire Money Management, Inc
Great Barrington, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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