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Stacey Lee Carver

BERKSHIRE MONEY MANAGEMENT, INC.·PITTSFIELD, Massachusetts
Unclaimed Profile
392 MERRILL ROAD, PITTSFIELD, MA 01201CRD# 4837981Firm CRD# 124873
01

About

Stacey Lee Carver is a registered financial advisor based in PITTSFIELD, Massachusetts, affiliated with BERKSHIRE MONEY MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BERKSHIRE MONEY MANAGEMENT, INC.
BERKSHIRE MONEY MANAGEMENT, INC.
AUM
$904M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at BERKSHIRE MONEY MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4837981
Firm CRD# 124873
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stacey Lee Carver offer?
Stacey Lee Carver specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSFIELD, Massachusetts for a consultation.
What are Stacey Lee Carver's credentials?
Stacey Lee Carver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacey Lee Carver located?
Stacey Lee Carver is based in PITTSFIELD, Massachusetts, working with BERKSHIRE MONEY MANAGEMENT, INC.. Their office serves clients in the PITTSFIELD metropolitan area and surrounding communities.
How does Stacey Lee Carver charge for services?
Stacey Lee Carver'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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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