Holly K. Simeone
Professional summary
Holly Kathleen Simeone, who also goes by Holly K Close, Holly Kathleen Close, Holly Close, Holly K Simeone, Holly Simeone, is a registered financial advisor currently at BERKSHIRE MONEY MANAGEMENT, INC. located in Great Barrington, Massachusetts.
Holly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Holly has worked at 2 firms and has passed the Series 65, Series 99TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Holly Kathleen Simeone's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 21, 2022 - Present
BERKSHIRE MONEY MANAGEMENT, INC.
Office #1: 322 Main Street, Great Barrington, MA 01230November 20, 2019 - April 14, 2021
ST. GERMAIN SECURITIES, INC.
Primary Firm SEC Registration
BERKSHIRE MONEY MANAGEMENT, INC.
CRD#: 124873 / SEC#: 801-61763
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/21/2022)
Exams
Series 99TO
Date: 11/20/2019
Operations Professional ExaminationCurrent Firm
BERKSHIRE MONEY MANAGEMENT, INC.
CRD#: 124873 / SEC#: 801-61763
Contact information
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,286 |
| AUM (Assets Under Management) | $ 1,075,414,036 |
Red Flags
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