Unclaimed Profile

Gerard Mihalick

BERKSHIRE ASSET MANAGEMENT, LLC·WILKES-BARRE, Pennsylvania

Series 7, Series 63, Series 65Clean record30 years registeredBERKSHIRE ASSET MANAGEMENT, LLC

46 PUBLIC SQUARE, WILKES-BARRE, PA 18701-2609CRD# 2082723Firm CRD# 145463

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gerard Mihalick · WILKES-BARRE, PA

Registration

CRD #2082723 · BERKSHIRE ASSET MANAGEMENT, LLC · 30 years registered

Brand Profile

Not yet started

Career History

BERKSHIRE ASSET MANAGEMENT, LLC

Oct 2007 – present

BERKSHIRE ASSET MANAGEMENT, INC.

Aug 1995 – Oct 2007

WILKES BARRE, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 30, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERKSHIRE ASSET MANAGEMENT, LLC

CRD 145463 · SEC 801-68485

AUM

$2.3B

Regulatory assets under management

Employees

2,333 client accounts

Services offered by BERKSHIRE ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at BERKSHIRE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gerard Mihalick offer?

Gerard Mihalick specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WILKES-BARRE, Pennsylvania for a consultation.

What are Gerard Mihalick's credentials?

Gerard Mihalick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerard Mihalick located?

Gerard Mihalick is based in WILKES-BARRE, Pennsylvania, working with BERKSHIRE ASSET MANAGEMENT, LLC. Their office serves clients in the WILKES-BARRE metropolitan area and surrounding communities.

How does Gerard Mihalick charge for services?

Gerard Mihalick's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERKSHIRE ASSET MANAGEMENT, LLC?

BERKSHIRE ASSET MANAGEMENT, LLC has approximately 10 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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