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Peter James Coughlin

Berkshire Money Management, Inc.

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About Peter James Coughlin

Peter Coughlin is a Registered Investment Advisor Representative with Berkshire Money Management, Inc. Peter has been in the industry since 1985, and holds a Series 7, Series 3, and Series 63 licenses. Peter's primary area of focus is financial planning. Peter has a proven track record of success and is committed to providing his clients with the highest level of personalized service.

Firm Information

Peter Coughlin is currently registered with Berkshire Money Management, Inc.. Berkshire Money Management, Inc. is a Registered Investment Adviser based in Dalton, MA. They provide advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Berkshire Money Management offers financial planning, consulting, college planning, and portfolio management services. They manage over $900 million in assets for their clients.
Berkshire Money Management, Inc.

161 MAIN STREET

DALTON, MA 01226

$903.75M

Assets Under Management

4

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting, college planning

Consulting, college planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Coughlin’s Registration & Firm History

MA

12/12/2016 - Present

Berkshire Money Management, Inc. (DALTON MA)

NY

07/23/2015 - 11/23/2016

WELLS FARGO ADVISORS, LLC (ALBANY NY)

NY

01/28/1995 - 08/20/2014

UBS FINANCIAL SERVICES INC. (ALBANY NY)

NY

03/28/1989 - 01/28/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

NA

07/24/1985 - 04/07/1989

SHEARSON LEHMAN HUTTON INC.

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Licenses & Designations

IA

Issued 04/01/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/06/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/1986

Series 3 - National Commodity Futures Examination

BC

Issued 07/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter James Coughlin.
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