John Bielski (CRD# 4715875) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 21 years of experience in the finance industry.
CRD# 4397867
Commonwealth Financial Network
CRD# 6593537
Edward Jones
CRD# 4438615
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berkshire Money Management, Inc. | Dalton, MA | Jul 2018 - Current | 5 |
| Atlas Private Wealth Management, LLC | Cheshire, MA | Oct 2007 - Jul 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
- MA
-
Total Assets Under Management904MILLIONS
-
Total Number of Accounts2,171ACCOUNTS
-
Average Account Value$416,283
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, CT, FL, GA, IL, KY, LA, MA, ME, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
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