Brendan Richard Bullett
Investment adviser representative at Berkshire Money Management, Inc.
16 yearsExperience
1 stateRegistered in
$1.2BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Berkshire Money Management, Inc.Sep 2025 to now
- UnemployedMay 2025 to Sep 2025
- Mountainone Bank dba Mountainone Investment GroupJun 2010 to May 2025
- Commonwealth Financial NetworkFeb 2010 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MA).
Berkshire Money Management, Inc.
$1.2BAssets managed
903Clients
10Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4477713
- Firm CRD
- 124873