Peter Jeffrey Gagne
Investment adviser representative at Berkshire Money Management, Inc.
19 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
19 years in the industry.
- Berkshire Money Management, Inc.Aug 2025 to now
- Commonwealth Financial NetworkOct 2021 to Jun 2025
- Pioneer Valley Financial GroupOct 2021 to Jun 2025
- UnemployedSep 2020 to Sep 2021
- MassmutualMay 2019 to Sep 2020
- MML Investors Services, LLCMay 2019 to Sep 2020
- Colonial Carpentry Innovations, IncJun 2018 to May 2019
- Commonwealth Financial NetworkJul 2007 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 5149990
- Firm CRD
- 124873