Gerard Mihalick

BERKSHIRE ASSET MANAGEMENT

Wilkes-barre, PA 18701-2609

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CRD#: 2082723

Professional summary

Gerard Mihalick, who also goes by Gerry Mihalick, is a registered financial advisor currently at BERKSHIRE ASSET MANAGEMENT, LLC located in Wilkes-barre, Pennsylvania.

Gerard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Gerard has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gerry Mihalick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerard Mihalick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 25, 2007 - Present

BERKSHIRE ASSET MANAGEMENT, LLC

Office #1: 46 Public Square Suite 700, Wilkes-barre, PA 18701-2609

RIA

CRD#: 145463

Wilkes-barre, PA

Past

August 30, 1995 - October 23, 2007

BERKSHIRE ASSET MANAGEMENT, INC.

RIA

CRD#: 109089

WILKES BARRE, PA

Past

December 18, 1992 - March 10, 1993

PNC CAPITAL MARKETS LLC

CRD#: 15647

Past

April 15, 1991 - August 7, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

August 17, 1990 - February 11, 1991

CINCINNATI ANALYSTS, INC.

CRD#: 5478

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BERKSHIRE ASSET MANAGEMENT, LLC

BERKSHIRE ASSET MANAGEMENT, LLC | BERKSHIRE MANAGEMENT LLC

CRD#: 145463 / SEC#: 801-68485

RIA

Registered Investment Advisory firm - (7/1/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/25/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/10/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/14/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/7/1990

General Securities Representative Examination

Current Firm

BERKSHIRE ASSET MANAGEMENT, LLC

BERKSHIRE ASSET MANAGEMENT, LLC | BERKSHIRE MANAGEMENT LLC

CRD#: 145463 / SEC#: 801-68485

RIA

Registered Investment Advisory firm - (7/1/2007 Approved)

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Contact information

Main Address

46 Public Square Suite 700, Wilkes-barre, PA 18701-2609

Mailing Address

Phone number

(570) 825-2600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	2,467
AUM (Assets Under Management)	$ 2,537,174,815

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Gerard Mihalick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerard Mihalick's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERKSHIRE ASSET MANAGEMENT, INC.

PNC CAPITAL MARKETS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CINCINNATI ANALYSTS, INC.

Primary Firm SEC Registration

BERKSHIRE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/10/1995

Series 63

Date: 8/14/1990

Series 7

Date: 8/7/1990

Current Firm

BERKSHIRE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERKSHIRE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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