Michael James O'brien
Investment adviser representative at Berkshire Money Management, Inc.
12 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
12 years in the industry.
- Berkshire Money Management, Inc.Oct 2024 to now
- Berkshire Fairfield Insurance Agency, LLCAug 2022 to Oct 2024
- Massachusetts College of Liberal ArtsSep 2019 to May 2022
- The Country Club of PittsfieldMay 2019 to Aug 2022
- Westfield State UniversitySep 2018 to May 2019
- StaplesDec 2017 to May 2019
- Taconic High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8040016
- Firm CRD
- 124873