Brendan R. Bullett

BERKSHIRE MONEY MANAGEMENT

Dalton, MA 01226

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CRD#: 4477713

Professional summary

Brendan Richard Bullett, who also goes by Brendan R Bullett, is a registered financial advisor currently at BERKSHIRE MONEY MANAGEMENT, INC. located in Dalton, Massachusetts.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brendan has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brendan R Bullett

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.

1. Fixed insurance sales, as an Agent, under the name 'Mountain One Investments Group'; Less than 1% time spent during regular business hours; Conducted at branch; Investment related. 2. Mountain One Community Allocations Program; Committee Member; Internal Bank committee that directs donation money; Not investment related, not conducted at branch. 3. Co-Owner, NAMB LLC, an entity created to own and operate a restaurant located at 67 Main Street, North Adams, MA 01247; as of 6/1/2019; 5% of time time spent during business hours; Not conducted at branch location; Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Richard Bullett'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

September 23, 2025 - Present

BERKSHIRE MONEY MANAGEMENT, INC.

Office #1: 161 Main Street, Dalton, MA 01226

RIA

CRD#: 124873

Dalton, MA

Past

February 3, 2010 - June 10, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

NORTH ADAMS, MA

Past

February 1, 2010 - June 10, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

NORTH ADAMS, MA

Past

April 15, 2008 - June 30, 2010

TRUE NORTH FINANCIAL SERVICES, INC.

CRD#: 46679

NORTH ADAMS, MA

Past

June 28, 2006 - April 1, 2008

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

FRAMINGHAM, MA

Past

May 9, 2002 - June 12, 2006

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

ANDOVER, MA

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 MONEY MANAGEMENT, INC.

CRD#: 124873 / SEC#: 801-61763

RIA

Registered Investment Advisory firm - (1/29/2003 Approved)

Massachusetts

Registered Investment Advisory firm - (1/13/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(9/23/2025)

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 66

Date: 4/23/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/9/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/8/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BERKSHIRE MONEY MANAGEMENT, INC.

CRD#: 124873 / SEC#: 801-61763

RIA

Registered Investment Advisory firm - (1/29/2003 Approved)

Massachusetts

Registered Investment Advisory firm - (1/13/2005 Terminated)

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Contact information

Main Address

161 Main Street, Dalton, MA 01226

Mailing Address

Phone number

(888) 232-6072

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BMM PART 2 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	2,286
AUM (Assets Under Management)	$ 1,075,414,036

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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Advisor Monitoring

Firm Stability Insights

Brendan R. Bullett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Richard Bullett's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

TRUE NORTH FINANCIAL SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

Primary Firm SEC Registration

BERKSHIRE MONEY MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/23/2008

Series 63

Date: 2/9/2004

SIE

Date: 10/1/2018

Series 7

Date: 5/2/2005

Series 6

Date: 5/8/2002

Current Firm

BERKSHIRE MONEY MANAGEMENT, INC.

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERKSHIRE MONEY MANAGEMENT, INC.

TRUST BUT VERIFY

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