Holly Kathleen Simeone
Investment adviser representative at Berkshire Money Management, Inc.
11 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
11 years in the industry.
- Berkshire Money Management, Inc.May 2021 to now
- St Germain Securities IncJan 2019 to Apr 2021
- Lee BankJan 2018 to Apr 2021
- UnemployedNov 2017 to Jan 2018
- Digital Federal Credit UnionMay 2015 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7058714
- Firm CRD
- 124873