Vice President and Member · Berkshire Asset Management, LLC
Gerard Mihalick
CRD 2082723 · Named on Form ADV at one SEC-registered adviser
At a glance
Berkshire Asset Management, LLC, an SEC-registered wealth manager based in Wilkes-Barre, PA with $2.8 billion in regulatory assets, lists Gerard Mihalick on its Form ADV as Vice President and Member.
Firms and roles
- Berkshire Asset Management, LLCVice President and MemberWealth manager · Wilkes-Barre, PA · $2.8B in regulatory assets
AtlasMembers
Gerard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1995 (31 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Gerard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kenneth J. KrogulskiPresident, CEO, CIO and Managing Member, Berkshire Asset Management, LLC
- Gregory C. WeaverVice President and Member, Berkshire Asset Management, LLC
- Michael D. WeaverVice President and Member, Berkshire Asset Management, LLC
- Charles D. MartinChief Compliance Officer, Berkshire Asset Management, LLC
- Jason J ReillyVice President and Class C Member, Berkshire Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gerard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.