Michael Matty, financial advisor Springfield MA

Michael Matty

CRD Number: 3258559
Current Firm: St. Germain Investment Management

Michael Matty (CRD# 3258559) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 24 years of experience in the finance industry. Michael Matty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
D.j. St. Germain Company, Inc. Springfield, MA Jun 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
Contact Info for Michael R. Matty
Phone Number: 413-733-5111
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    2,284
    MILLIONS
  • Total Number of Accounts
    5,243
    ACCOUNTS
  • Average Account Value
    $435,701
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

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