Co-Owner, Chief Engagement Officer · Berkshire Money Management, Inc.
Stacey L. Carver
CRD 4837981 · Named on Form ADV at one SEC-registered adviser
At a glance
Berkshire Money Management, Inc., an SEC-registered wealth manager based in Dalton, MA with $1.2 billion in regulatory assets, lists Stacey L. Carver on its Form ADV as Co-Owner, Chief Engagement Officer, a control person.
Firms and roles
- Berkshire Money Management, Inc.Co-Owner, Chief Engagement OfficerWealth manager · Dalton, MA · $1.2B in regulatory assets
AtlasMembers
Stacey’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Allen P. HarrisCo-Owner, CEO, Chief Investment Officer & Chief Compliance Officer, Berkshire Money Management, Inc.
- Scott C. LittleAssociate Vice President, Berkshire Money Management, Inc.
- Natalie R. WheelerChief Operating Officer, Berkshire Money Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stacey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.