Peter
Coughlin
Berkshire Money Management, Inc
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About this Advisor
Peter Coughlin is a financial advisor based in Dalton, Massachusetts with 7 years of industry experience. Coughlin currently works for Berkshire Money Management, Inc. The advisor has gained experience at Ubs Financial Services Inc, Wells Fargo Advisors LLC and Berkshire Money Management, Inc. Coughlin has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Berkshire Money Management, Inc is a financial advisory company headquartered in Dalton, MA. It has offices in two locations and a total of 19 advisors. It administers $766 million in assets under management between its 2,064 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm provides services to five charities and foundations. Of its 2,064 client accounts, 29% are held by high-net-worth investors who have more than $1 million in assets. The business offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fee schedules vary depending on the financial services offered. However, fee types billed by Berkshire Money Management, Inc can include 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
Peter Coughlin Work History
Peter has been registered as a financial advisor for 7 years.*
Berkshire Money Management, Inc
Wells Fargo Advisors LLC
Ubs Financial Services Inc
*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 Peter Coughlin 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
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