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Allen Pierre Harris

BERKSHIRE MONEY MANAGEMENT, INC.·DALTON, Massachusetts
Series 7, Series 6522 years registeredBERKSHIRE MONEY MANAGEMENT, INC.
161 MAIN STREET, DALTON, MA 01226CRD# 2790445Firm CRD# 124873

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Allen Pierre Harris · DALTON, MA
Registration
CRD #2790445 · BERKSHIRE MONEY MANAGEMENT, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

BERKSHIRE MONEY MANAGEMENT, INC.
Apr 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · April 6, 2004
Years registered · 22
03

Disclosure History

1994Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
BERKSHIRE MONEY MANAGEMENT, INC.
CRD 124873 · SEC 801-61763
AUM
$904M
Regulatory assets under management
Employees
19
2,171 client accounts
Services offered by BERKSHIRE MONEY MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BERKSHIRE MONEY MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Allen Pierre Harris offer?
Allen Pierre Harris specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALTON, Massachusetts for a consultation.
What are Allen Pierre Harris's credentials?
Allen Pierre Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Pierre Harris located?
Allen Pierre Harris is based in DALTON, Massachusetts, working with BERKSHIRE MONEY MANAGEMENT, INC.. Their office serves clients in the DALTON metropolitan area and surrounding communities.
How does Allen Pierre Harris charge for services?
Allen Pierre Harris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERKSHIRE MONEY MANAGEMENT, INC.?
BERKSHIRE MONEY MANAGEMENT, INC. has approximately 19 employees and manages $904M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BERKSHIRE MONEY MANAGEMENT, INC.

Scott Christopher Little
DALTON, MA

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