Lauren
Russo
Berkshire Money Management, Inc
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About this Advisor
Lauren Russo is a financial advisor operating out of Dalton, Massachusetts who has 5 years of relevant experience. Russo is an employee of Berkshire Money Management, Inc. Their career trajectory has included roles at Taconic High School, Pittsfield Suns, Umass Amherst, Berkshire County Arc and Berkshire Money Management, Inc. Russo has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Massachusetts. Berkshire Money Management, Inc is an advisory business headquartered in Dalton, MA. It has offices in two locations and a total of 19 advisors. It has $766 million in assets under management across its 2,064 client accounts, placing it among the larger firms in the United States by assets under management. The firm serves five charitable organizations. Of its 2,064 customer accounts, 29% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors typically vary depending on the type of services provided. However, fee types billed by Berkshire Money Management, Inc can be comprised of some combination 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
Lauren Russo Work History
Lauren has been registered as a financial advisor for 5 years.*
Berkshire Money Management, Inc
Berkshire County Arc
Pittsfield Suns
Umass Amherst
Taconic High School
*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 Lauren Russo 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
Dalton, MA
Great Barrington, 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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